San Luis Wealth Advisors LLC

Position in TCBK — Trico Bancshares /

CIK 1844709 SAN LUIS OBISPO, CA

Position in TCBK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,663,097

+$879,634 QoQ

Shares Held

49,454

+31.8% QoQ

Ownership

0.155%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#54

of 212 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $6,829,937 across 4 Banks - Regional names. TCBK ranks #1 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TCBK	Trico Bancshares / This page	49,454	$2,663,097
2	TFC	Truist Financial Corp	39,213	$1,953,591
3	PNC	Pnc Financial Services Group, Inc.	4,555	$1,121,532
4	FITB	Fifth Third Bancorp	19,367	$1,091,717

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,663,097	49,454	+31.8%	Shares	Sole	2026-07-16
2026-03-31	$1,783,463	37,515	+0.4%	Shares	Sole	2026-04-29
2025-12-31	$1,769,316	37,351	+5.7%	Shares	Sole	2026-01-26
2025-09-30	$1,569,893	35,350	+0.5%	Shares	Sole	2025-11-18
2025-06-30	$1,424,762	35,188	-34.4%	Shares	Sole	2025-07-17
2025-03-31	$2,142,392	53,600	-44.8%	Shares	Sole	2025-04-18
2024-12-31	$4,242,570	97,084	-9.5%	Shares	Sole	2025-01-14
2024-09-30	$4,574,511	107,257	-22.2%	Shares	Sole	2024-10-09
2024-06-30	$5,458,087	137,935	-10.2%	Shares	Sole	2024-07-12
2023-06-30	$5,100,814	153,639	-5.1%	Shares	Sole	2023-08-02
2023-03-31	$6,730,301	161,825	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.