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Advisory Research’s Nicolet Bankshares NIC Stock Holding History

Advisory Research’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
Q1 		$5.37M Sell
36,163
-3,433
-9% -$499K 0.66% 36
2025
Q4 		$4.8M Sell
39,596
-2,480
-6% -$313K 0.6% 35
2025
Q3 		$5.66M Sell
42,076
-506
-1% -$67.1K 0.74% 33
2025
Q2 		$5.26M Sell
42,582
-1,532
-3% -$179K 0.81% 36
2025
Q1 		$4.81M Sell
44,114
-609
-1% -$68.4K 0.85% 35
2024
Q4 		$4.69M Buy
44,723
+155
+0.3% +$16.4K 0.78% 36
2024
Q3 		$4.26M Buy
44,568
+633
+1% +$59.2K 0.76% 40
2024
Q2 		$3.65M Sell
43,935
-4
-0% -$320 0.69% 40
2024
Q1 		$3.78M Buy
43,939
+1,675
+4% +$134K 0.75% 37
2023
Q4 		$3.4M Sell
42,264
-2,992
-7% -$224K 0.52% 45
2023
Q3 		$3.16M Sell
45,256
-1,415
-3% -$107K 0.44% 54
2023
Q2 		$3.17M Sell
46,671
-648
-1% -$41.1K 0.41% 60
2023
Q1 		$2.98M Sell
47,319
-710
-1% -$51.3K 0.49% 53
2022
Q4 		$3.83M Buy
48,029
+6,727
+16% +$524K 0.36% 47
2022
Q3 		$2.91M Sell
41,302
-318
-0.8% -$24.5K 0.28% 67
2022
Q2 		$3.01M Buy
41,620
+8,805
+27% +$712K 0.29% 67
2022
Q1 		$3.07M Buy
32,815
+445
+1% +$41.5K 0.25% 73
2021
Q4 		$2.78M Buy
32,370
+16,186
+100% +$1.23M 0.22% 82
2021
Q3 		$1.2M Buy
+16,184
New +$1.18M 0.08% 175

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return