Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trico Bancshares (TCBK)

190 + Investors. Track Smart Money conviction in TCBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — TCBK

Based on 191 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added TCBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
191 hedge funds hold TCBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

95 buying69 selling
Last quarter: 95 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TCBK position: 21 → 17 → 23 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
118 out of 191 hedge funds have held TCBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 21 → 17 → 23 → 29 new funds/Q
New funds entering each quarter: 21 → 17 → 23 → 29. A growing number of institutions are discovering TCBK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 191 current holders: 128 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
44 of 191 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in TCBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TCBK

In 2026 Q1, 95 hedge funds were net buyers of TCBK (29 opened a new position, 66 added to an existing one), while 69 reduced or exited (54 trimmed, 15 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in TCBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 191.

Hedge Fund Ownership: TCBK

How many hedge funds hold TCBK — quarterly history vs. share price
Quarterly hedge fund ownership of TCBK vs. share price

Market Analysis: TCBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TCBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Trico Bancshares (TCBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TCBK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
TCBK
+8.5%
XLF
+1220.3%

TCBK outperformed XLF by -1211.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TCBK
+6.5%
XLF
+4.8%

Since the filing became public, TCBK outperformed XLF by +1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: TCBK
190 + Investors

Track Smart Money conviction in TCBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 190 177 7.34%
13F Shares 22M 23M -1.4%
Total Value $1.05B $1.06B -1.64%
New Positions 28 23 +5
Increased Positions 66 62 +4
Closed Positions 15 9 +6
Reduced Positions 54 58 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCBK

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

190 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TCBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TCBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bolthouse Investments, LLC 15.20% 353,718 $16.8M
2 Jacobs Asset Management, LLC 2.13% 75,000 $3.6M
3 Sweeney & Michel, LLC 1.86% 126,082 $6.3M
4 Davis Asset Management, L.P. 1.44% 1,046,900 $49.8M
5 Chico Wealth RIA 1.27% 43,654 $2.1M
6 marrick wealth, LLC 0.66% 16,414 $780K
7 North Reef Capital Management LP 0.61% 373,141 $17.7M
8 Heartland Advisors Inc 0.61% 250,000 $11.9M
9 Ridgewood Investments LLC 0.37% 19,063 $906K
10 MQS Management LLC 0.36% 11,153 $530K
11 Basswood Capital Management, L.L.C. 0.31% 137,981 $6.6M
12 Curi Capital, LLC 0.30% 352,756 $16.8M
13 San Luis Wealth Advisors LLC 0.30% 37,515 $1.8M
14 Ironwood Investment Management LLC 0.29% 14,611 $695K
15 Rice Hall James & Associates, LLC 0.25% 95,224 $4.5M
16 Round Hill Asset Management 0.17% 5,412 $257K
17 Barnes Wealth Management Group, Inc 0.16% 6,588 $313K
18 Crawford Investment Counsel Inc 0.14% 176,907 $8.4M
19 Sittner & Nelson, LLC 0.14% 7,932 $377K
20 Odyssean, LLC 0.14% 7,831 $372K
21 J. L. Bainbridge & Co., Inc. 0.10% 23,000 $1.1M
22 Campbell & CO Investment Adviser LLC 0.09% 33,867 $1.6M
23 EntryPoint Capital, LLC 0.09% 6,163 $293K
24 Deprince Race & Zollo Inc 0.06% 70,224 $3.3M
25 Mutual of America Capital Management LLC 0.05% 95,614 $4.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Trico Bancshares (TCBK)

What does the Smart Money Trend signal show for TCBK?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TCBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TCBK?

Slight buying edge — 58% buying: Last quarter: 95 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TCBK holders?

Elite ownership — 55% AUM from top-100 funds: 44 of 191 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in TCBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TCBK?

62% of holders stayed for 2+ years: 118 out of 191 hedge funds have held TCBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Trico Bancshares (TCBK) following the 2026 Q1 hedge fund 13F filings?

As of today, TCBK has moved +6.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), TCBK has gained +8.5% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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