Action Point Financial Planning’s Nicolet Bankshares NIC Stock Holding History

Action Point Financial Planning’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 Q2	$1.16K	Buy	+7	New	+$1.03K	﹤0.01%	2439

Other funds holding NIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Action Point Financial Planning's NIC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nicolet Bankshares (NIC) in Q2 2026: 7 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #2439 among its holdings.

251 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Action Point Financial Planning held 7 shares of Nicolet Bankshares worth $1.16K as of Q2 2026.
Nicolet Bankshares was a new Action Point Financial Planning position in Q2 2026.
Nicolet Bankshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2439 holding.
251 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.