San Luis Wealth Advisors LLC

Position in TCBK — Trico Bancshares /

CIK 1844709 SAN LUIS OBISPO, CA

Position in TCBK

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,783,463

+$14,147 QoQ

Shares Held

37,515

+0.4% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

San Luis Wealth Advisors LLC holds $6,811,931 across 5 Banks - Regional names. TCBK ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	43,289	$1,989,995
2	TCBK	Trico Bancshares / This page	37,515	$1,783,463
3	PNC	Pnc Financial Services Group, Inc.	5,105	$1,062,299
4	FITB	Fifth Third Bancorp	21,649	$1,005,812
5	HBAN	Huntington Bancshares Inc /Md/	62,004	$970,362

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.