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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

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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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
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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Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

View all positions for Nicolet Advisory Services

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Federated Investors
American Century Companies
Invesco
Dimensional Fund Advisors
Bank of New York Mellon

View all funds holding Truist Financial Corp equities