Position in TCBK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$208,776
-$197,805 QoQ
Shares Held
3,877
-62.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#149
of 212 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TCBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fermata Advisors, LLC holds $208,776 across 1 Banks - Regional name. TCBK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBK |
Trico Bancshares /
This page
|
3,877 | $208,776 |
All Filings in TCBK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,776 | 3,877 | Shares | Sole | 2026-07-07 | |
| 2024-06-30 | $406,581 | 10,275 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $377,914 | 10,275 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $441,516 | 10,275 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $329,108 | 10,275 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $394,065 | 9,475 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $523,922 | 10,275 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $471,905 | 10,569 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $482,369 | 10,569 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||