Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trico Bancshares (TCBK)

209 + 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
↑ +18
Streak
5Q ▲
Buyers last Q
60%

Smart Money Signals — TCBK

Based on 210 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
210 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 — +32% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+32% 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.
🟢

More buyers than sellers — 60% buying

103 buying69 selling
Last quarter: 103 funds were net buyers (35 opened a brand new position + 68 added to an existing one). Only 69 were sellers (52 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new TCBK position: 17 → 23 → 29 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
128 out of 210 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.
🚀

Acceleration phase — new buyers rushing in

21 → 17 → 23 → 29 → 35 new funds/Q
New funds entering each quarter: 17 → 23 → 29 → 35. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 210 holders: 140 (67%) are 2+ year veterans, 26 entered 1–2 years ago, and 44 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
50 of 210 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 103 hedge funds were net buyers of TCBK (35 opened a new position, 68 added to an existing one), while 69 reduced or exited (52 trimmed, 17 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in TCBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 210.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: TCBK
209 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 209 192 8.85%
13F Shares 23M 22M 4.16%
Total Value $1.22B $1.05B 16.84%
New Positions 35 29 +6
Increased Positions 67 66 +1
Closed Positions 18 14 +4
Reduced Positions 52 55 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCBK

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Institutional Holders (2026 Q2)

209 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bolthouse Investments, LLC 15.44% 353,718 $19.0M
2 Jacobs Asset Management, LLC 2.32% 68,428 $3.7M
3 Sweeney & Michel, LLC 1.90% 126,608 $7.3M
4 Davis Asset Management, L.P. 1.43% 1,046,900 $56.4M
5 North Reef Capital Management LP 1.38% 667,061 $35.9M
6 Chico Wealth RIA 1.22% 43,654 $2.4M
7 Heartland Advisors Inc 0.60% 250,000 $13.5M
8 MQS Management LLC 0.49% 7,432 $400K
9 marrick wealth, LLC 0.44% 11,438 $616K
10 San Luis Wealth Advisors LLC 0.40% 49,454 $2.7M
11 Ridgewood Investments LLC 0.38% 18,651 $1.0M
12 WestHill Financial Advisors, Inc. 0.33% 35,950 $1.9M
13 Curi Capital, LLC 0.31% 373,947 $20.1M
14 Rice Hall James & Associates, LLC 0.30% 114,288 $6.2M
15 Basswood Capital Management, L.L.C. 0.30% 137,981 $7.4M
16 Ironwood Investment Management LLC 0.27% 14,611 $787K
17 Inceptionr LLC 0.20% 15,379 $828K
18 Round Hill Asset Management 0.18% 5,412 $291K
19 Barnes Wealth Management Group, Inc 0.16% 6,588 $355K
20 Crawford Investment Counsel Inc 0.16% 175,498 $9.5M
21 Sittner & Nelson, LLC 0.13% 7,932 $427K
22 Campbell & CO Investment Adviser LLC 0.12% 42,508 $2.3M
23 J. L. Bainbridge & Co., Inc. 0.10% 23,000 $1.2M
24 Dark Forest Capital Management LP 0.07% 19,832 $1.1M
25 Odyssean, LLC 0.07% 7,831 $422K
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 — 5 quarters in a row: For 5 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?

More buyers than sellers — 60% buying: Last quarter: 103 funds were net buyers (35 opened a brand new position + 68 added to an existing one). Only 69 were sellers (52 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TCBK holders?

Elite ownership — 69% AUM from top-100 funds: 50 of 210 holders are among the 100 largest funds by AUM, controlling 69% 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?

61% of holders stayed for 2+ years: 128 out of 210 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.

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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