Superior Planning, LLC’s Nicolet Bankshares NIC Stock Holding History

Superior Planning, LLC’s Portfolio NIC Stock Details NIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$652	Buy	+4	New	+$680	﹤0.01%	1846

Other funds holding NIC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $2.9B AUM 23.58% 1-Year Est. Return

Superior Planning, LLC's NIC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Nicolet Bankshares (NIC) in Q3 2026: 4 shares worth $652. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings.

169 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

Superior Planning, LLC held 4 shares of Nicolet Bankshares worth $652 as of Q3 2026.
Nicolet Bankshares was a new Superior Planning, LLC position in Q3 2026.
Nicolet Bankshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1846 holding.
169 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.