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Nicolet Bankshares’s Truist Financial TFC Stock Holding History

Nicolet Bankshares’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
-9,988
Closed -$457K – 235
2025
Q3 		$457K Sell
9,988
-10,804
-52% -$487K 0.07% 154
2025
Q2 		$894K Sell
20,792
-2,605
-11% -$102K 0.15% 101
2025
Q1 		$963K Sell
23,397
-4,815
-17% -$215K 0.19% 87
2024
Q4 		$1.22M Sell
28,212
-1,752
-6% -$78.2K 0.29% 72
2024
Q3 		$1.28M Sell
29,964
-1,575
-5% -$66.5K 0.31% 74
2024
Q2 		$1.23M Sell
31,539
-295
-0.9% -$11.1K 0.3% 69
2024
Q1 		$1.24M Buy
31,834
+1,231
+4% +$45K 0.31% 76
2023
Q4 		$1.13M Sell
30,603
-198
-0.6% -$6.22K 0.3% 80
2023
Q3 		$881K Sell
30,801
-6,252
-17% -$192K 0.27% 85
2023
Q2 		$766K Buy
37,053
+14,695
+66% +$456K 0.22% 94
2023
Q1 		$359K Buy
22,358
+2,875
+15% +$126K 0.12% 134
2022
Q4 		$330K Sell
19,483
-1,208
-6% -$53K 0.11% 142
2022
Q3 		$901K Sell
20,691
-1,044
-5% -$50.2K 0.26% 71
2022
Q2 		$1.03M Buy
21,735
+2,678
+14% +$132K 0.27% 69
2022
Q1 		$1.08M Buy
19,057
+1,641
+9% +$101K 0.23% 77
2021
Q4 		$1.02M Buy
17,416
+1,737
+11% +$106K 0.22% 77
2021
Q3 		$920K Buy
15,679
+5,416
+53% +$303K 0.24% 79
2021
Q2 		$570K Hold
10,263
– – 0.15% 112
2021
Q1 		$599K Hold
10,263
– – 0.17% 105
2020
Q4 		$492K Hold
10,263
– – 0.15% 116
2020
Q3 		$391K Hold
10,263
– – 0.14% 125
2020
Q2 		$385K Buy
+10,263
New +$370K 0.15% 109

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nicolet Bankshares's TFC Position: Q4 2025 in Review

Nicolet Bankshares sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 9,988 shares — an estimated $457K sold.

Nicolet Bankshares first reported a position in TFC in Q2 2020 and held it in 22 quarters. The position peaked at $1.28M in Q3 2024. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Nicolet Bankshares reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Nicolet Bankshares sold 9,988 Truist Financial shares in Q4 2025, an estimated $457K.
  • Nicolet Bankshares first reported a position in Truist Financial in Q2 2020 and held it in 22 quarters.
  • Nicolet Bankshares's Truist Financial position peaked at $1.28M in Q3 2024.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Nicolet Bankshares's 13F filing for Q4 2025, filed 9 Feb 2026.