Creative Planning

Position in TCBK — Trico Bancshares /

CIK 1540235 OVERLAND PARK, KS

Position in TCBK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,834,861

+$178,276 QoQ

Shares Held

80,666

+4.5% QoQ

Ownership

0.253%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0.47355763270770834.ToString("F0")% Shared 0.ToString("F0")% None 99.52644236729229.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $683,940,048 across 194 Banks - Regional names. TCBK ranks #47 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,834,861	80,666	+4.5%	Shares	Sole	2026-05-12
2025-12-31	$3,656,585	77,192	+15.9%	Shares	Sole	2026-02-17
2025-09-30	$2,957,705	66,600	+13.3%	Shares	Defined	2025-11-14
2025-06-30	$2,379,191	58,760	+56.1%	Shares	Defined	2025-08-08
2025-03-31	$1,504,910	37,651	+25.4%	Shares	Sole	2025-05-15
2024-12-31	$1,312,004	30,023	+22.7%	Shares	Defined	2025-02-14
2024-09-30	$1,043,559	24,468	+14.1%	Shares	Defined	2024-10-11
2024-06-30	$848,657	21,447	+62.6%	Shares	Defined	2024-08-15
2024-03-31	$485,017	13,187	+48.7%	Shares	Sole	2024-05-13
2023-12-31	$381,143	8,870	+74.0%	Shares	Defined	2024-02-14
2022-12-31	$259,998	5,099	-17.2%	Shares	Sole	2023-02-10
2022-09-30	$275,088	6,161	-29.4%	Shares	Sole	2022-11-03
2021-03-31	$413,397	8,727	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.