Nicolet Advisory Services’s Citigroup C Stock Holding History

Nicolet Advisory Services’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.69M	Buy	14,398 +3,972	+38%	+$412K	0.11%	92
2025 Q3	$1.02M	Buy	10,426 +1,383	+15%	+$131K	0.08%	125
2025 Q2	$830K	Buy	9,043 +4,720	+109%	+$341K	0.07%	147
2025 Q1	$266K	Buy	4,323 +224	+5%	+$17.1K	0.03%	309
2024 Q4	$293K	Sell	4,099 -69	-2%	-$4.65K	0.03%	296
2024 Q3	$256K	Buy	4,168 +735	+21%	+$45.5K	0.02%	315
2024 Q2	$230K	Buy	3,433 +75	+2%	+$4.62K	0.02%	322
2024 Q1	$207K	Buy	+3,358	New	+$187K	0.02%	333
2023 Q2	–	Sell	-5,683	Closed	-$261K	–	312
2023 Q1	$261K	Buy	5,683 +323	+6%	+$15.9K	0.03%	230
2022 Q4	$261K	Buy	+5,360	New	+$243K	0.03%	194
2022 Q1	–	Sell	-3,548	Closed	-$214K	–	203
2021 Q4	$214K	Sell	3,548 -36	-1%	-$2.39K	0.03%	190
2021 Q3	$252K	Buy	3,584 +111	+3%	+$7.76K	0.03%	171
2021 Q2	$246K	Buy	3,473 +301	+9%	+$22.3K	0.03%	163
2021 Q1	$231K	Buy	+3,172	New	+$212K	0.03%	157
2020 Q3	–	Sell	-5,123	Closed	-$262K	–	187
2020 Q2	$262K	Buy	5,123 +118	+2%	+$5.6K	0.04%	165
2020 Q1	$211K	Buy	5,005 +973	+24%	+$65.3K	0.04%	178
2019 Q4	$322K	Sell	4,032 -330	-8%	-$24.4K	0.05%	129
2019 Q3	$301K	Sell	4,362 -133	-3%	-$9.05K	0.05%	127
2019 Q2	$315K	Hold	4,495	–	–	0.05%	123
2019 Q1	$280K	Buy	+4,495	New	+$279K	0.05%	122

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicolet Advisory Services's C Position: Q4 2025 in Review

Nicolet Advisory Services increased its Citigroup (C) stake by 38% in Q4 2025, buying an estimated $412K and bringing the position to 14,398 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #92.

Nicolet Advisory Services first reported a position in C in Q1 2019 and has held it in 20 quarters since. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

Nicolet Advisory Services held 14,398 shares of Citigroup worth $1.69M as of Q4 2025.
Nicolet Advisory Services bought 3,972 Citigroup shares in Q4 2025, an estimated $412K.
Citigroup made up 0.11% of Nicolet Advisory Services's portfolio in Q4 2025, its #92 holding.
Nicolet Advisory Services first reported a position in Citigroup in Q1 2019 and has held it in 20 quarters since.
2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.