Truist Financial Corp equities shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet Advisory Services investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 5.1k | 45.20 |
| 2025-06-30 | $253k | 5.9k | 42.96 |
| 2025-03-31 | $531k | 15k | 35.64 |
| 2024-12-31 | $776k | 18k | 42.78 |
| 2024-09-30 | $725k | 18k | 41.49 |
| 2024-03-31 | $528k | 14k | 38.97 |
| 2023-09-30 | $374k | 14k | 27.17 |
| 2023-06-30 | $296k | 9.6k | 30.82 |
| 2023-03-31 | $329k | 10k | 32.74 |
| 2022-12-31 | $280k | 6.0k | 46.37 |
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