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Nicolet Advisory Services’s Wells Fargo WFC Stock Holding History

Nicolet Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.28M Sell
34,538
-234
-0.7% -$20.3K 0.22% 62
2025
Q3 		$2.82M Buy
34,772
+654
+2% +$53K 0.22% 59
2025
Q2 		$2.65M Buy
34,118
+179
+0.5% +$12.9K 0.23% 56
2025
Q1 		$2.14M Buy
33,939
+840
+3% +$63.1K 0.21% 58
2024
Q4 		$2.32M Buy
33,099
+627
+2% +$42.8K 0.21% 58
2024
Q3 		$1.79M Buy
32,472
+1,460
+5% +$82.6K 0.17% 67
2024
Q2 		$1.85M Buy
31,012
+2,151
+7% +$127K 0.18% 66
2024
Q1 		$1.66M Buy
28,861
+1,879
+7% +$98.3K 0.17% 70
2023
Q4 		$1.35M Sell
26,982
-72,658
-73% -$3.14M 0.14% 75
2023
Q3 		$3.88M Buy
99,640
+86,841
+678% +$3.75M 0.43% 41
2023
Q2 		$549K Buy
12,799
+940
+8% +$37.8K 0.06% 145
2023
Q1 		$449K Buy
11,859
+262
+2% +$11.4K 0.05% 155
2022
Q4 		$496K Buy
11,597
+838
+8% +$37.1K 0.07% 126
2022
Q3 		$446K Buy
10,759
+422
+4% +$18.1K 0.07% 107
2022
Q2 		$415K Sell
10,337
-39
-0.4% -$1.71K 0.06% 119
2022
Q1 		$506K Sell
10,376
-173
-2% -$9.26K 0.07% 110
2021
Q4 		$506K Buy
10,549
+1
+0% +$49 0.06% 107
2021
Q3 		$490K Sell
10,548
-256
-2% -$11.8K 0.06% 115
2021
Q2 		$489K Hold
10,804
– – 0.06% 111
2021
Q1 		$422K Sell
10,804
-12
-0.1% -$425 0.06% 116
2020
Q4 		$326K Sell
10,816
-2,795
-21% -$72.4K 0.05% 131
2020
Q3 		$320K Sell
13,611
-18,694
-58% -$461K 0.05% 122
2020
Q2 		$827K Sell
32,305
-6,013
-16% -$165K 0.13% 80
2020
Q1 		$1.1M Buy
38,318
+19,185
+100% +$816K 0.19% 69
2019
Q4 		$1.03M Buy
19,133
+125
+0.7% +$6.55K 0.16% 62
2019
Q3 		$959K Sell
19,008
-332
-2% -$15.6K 0.15% 63
2019
Q2 		$915K Sell
19,340
-184
-0.9% -$8.61K 0.14% 55
2019
Q1 		$943K Buy
+19,524
New +$960K 0.16% 54

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Nicolet Advisory Services reduced its Wells Fargo (WFC) stake by 0.67% in Q4 2025, selling an estimated $20.3K and leaving 34,538 shares worth $3.28M. The position accounts for 0.22% of the portfolio, ranked #62.

Nicolet Advisory Services first reported a position in WFC in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.88M in Q3 2023. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Nicolet Advisory Services held 34,538 shares of Wells Fargo worth $3.28M as of Q4 2025.
  • Nicolet Advisory Services sold 234 Wells Fargo shares in Q4 2025, an estimated $20.3K.
  • Wells Fargo made up 0.22% of Nicolet Advisory Services's portfolio in Q4 2025, its #62 holding.
  • Nicolet Advisory Services first reported a position in Wells Fargo in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Wells Fargo position peaked at $3.88M in Q3 2023.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

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