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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

TCBK holding history

Trico Bancshares in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TCBK overviewAll 13F holders of TCBKFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$108
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of TCBK by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$108<0.1%00.0%UnchangedHolders
Q1 20262$96<0.1%00.0%UnchangedHolders
Q4 20252$95<0.1%00.0%UnchangedHolders
Q3 20252$89<0.1%00.0%UnchangedHolders
Q2 20252$81<0.1%00.0%UnchangedHolders
Q1 20252$80<0.1%00.0%UnchangedHolders
Q4 20242$88<0.1%00.0%UnchangedHolders
Q3 20242$86<0.1%00.0%UnchangedHolders
Q2 20242$80<0.1%00.0%UnchangedHolders
Q1 20242$74<0.1%−1−33.3%ReducedHolders
Q4 20233$129<0.1%+3NewHolders
Q3 20230$00.0%−2−100.0%Sold outHolders
Q2 20232$67<0.1%00.0%UnchangedHolders
Q1 20232$84<0.1%+2NewHolders