Amalgamated Bank
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Amalgamated Bank’s Nicolet Bankshares NIC Stock Holding History

Amalgamated Bank’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 		$842K Sell
5,163
-101
-2% -$17.2K 0.01% 1139
2026
Q2 		$871K Buy
+5,264
New +$777K 0.01% 1164
2026
Q1 		– Sell
-417
Closed -$51K – 2400
2025
Q4 		$51K Sell
417
-46
-10% -$5.82K ﹤0.01% 1835
2025
Q3 		$62K Hold
463
– – ﹤0.01% 1783
2025
Q2 		$57K Hold
463
– – ﹤0.01% 1805
2025
Q1 		$50K Buy
463
+2
+0.4% +$225 ﹤0.01% 1796
2024
Q4 		$48K Hold
461
– – ﹤0.01% 1841
2024
Q3 		$44K Hold
461
– – ﹤0.01% 1889
2024
Q2 		$38K Buy
461
+28
+6% +$2.24K ﹤0.01% 1922
2024
Q1 		$37K Sell
433
-736
-63% -$58.8K ﹤0.01% 1940
2023
Q4 		$94K Sell
1,169
-129
-10% -$9.7K ﹤0.01% 2017
2023
Q3 		$91K Buy
1,298
+98
+8% +$7.38K ﹤0.01% 2037
2023
Q2 		$81K Sell
1,200
-129
-10% -$8.18K ﹤0.01% 2142
2023
Q1 		$84K Sell
1,329
-316
-19% -$22.8K ﹤0.01% 2122
2022
Q4 		$131K Buy
1,645
+33
+2% +$2.57K ﹤0.01% 2026
2022
Q3 		$114K Buy
1,612
+3
+0.2% +$232 ﹤0.01% 2091
2022
Q2 		$116K Buy
1,609
+99
+7% +$8.01K ﹤0.01% 2102
2022
Q1 		$141K Buy
+1,510
New +$141K ﹤0.01% 2070

Other funds holding NIC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Amalgamated Bank's NIC Position: Q3 2026 in Review

Amalgamated Bank reduced its Nicolet Bankshares (NIC) stake by 1.9% in Q3 2026, selling an estimated $17.2K and leaving 5,163 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #1139.

Amalgamated Bank first reported a position in NIC in Q1 2022 and has held it in 18 quarters since. The position peaked at $871K in Q2 2026. 147 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • Amalgamated Bank held 5,163 shares of Nicolet Bankshares worth $842K as of Q3 2026.
  • Amalgamated Bank sold 101 Nicolet Bankshares shares in Q3 2026, an estimated $17.2K.
  • Nicolet Bankshares made up 0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1139 holding.
  • Amalgamated Bank first reported a position in Nicolet Bankshares in Q1 2022 and has held it in 18 quarters since.
  • Amalgamated Bank's Nicolet Bankshares position peaked at $871K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.