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Nicolet Advisory Services’s Truist Financial TFC Stock Holding History

Nicolet Advisory Services’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,135
Closed -$232K – 438
2025
Q3 		$232K Sell
5,135
-746
-13% -$33.6K 0.02% 363
2025
Q2 		$253K Sell
5,881
-9,008
-61% -$352K 0.02% 346
2025
Q1 		$531K Sell
14,889
-3,249
-18% -$145K 0.05% 184
2024
Q4 		$776K Buy
18,138
+665
+4% +$29.7K 0.07% 147
2024
Q3 		$725K Sell
17,473
-340
-2% -$14.4K 0.07% 150
2024
Q2 		$699K Buy
17,813
+4,260
+31% +$161K 0.07% 143
2024
Q1 		$528K Buy
13,553
+4,017
+42% +$147K 0.05% 166
2023
Q4 		$359K Sell
9,536
-4,245
-31% -$133K 0.04% 214
2023
Q3 		$374K Buy
13,781
+4,174
+43% +$128K 0.04% 190
2023
Q2 		$296K Sell
9,607
-432
-4% -$13.4K 0.03% 231
2023
Q1 		$329K Buy
10,039
+4,001
+66% +$175K 0.04% 199
2022
Q4 		$280K Buy
+6,038
New +$265K 0.04% 187

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nicolet Advisory Services sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 5,135 shares — an estimated $232K sold.

Nicolet Advisory Services first reported a position in TFC in Q4 2022 and held it in 12 quarters. The position peaked at $776K in Q4 2024. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Nicolet Advisory Services reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 5,135 Truist Financial shares in Q4 2025, an estimated $232K.
  • Nicolet Advisory Services first reported a position in Truist Financial in Q4 2022 and held it in 12 quarters.
  • Nicolet Advisory Services's Truist Financial position peaked at $776K in Q4 2024.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

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