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Apella Capital’s Nicolet Bankshares NIC Stock Holding History

Apella Capital’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 		– Sell
-2,926
Closed -$463K – 727
2026
Q1 		$463K Buy
+2,926
New +$425K 0.01% 475

Other funds holding NIC

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Apella Capital's NIC Position: Q2 2026 in Review

Apella Capital sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 2,926 shares — an estimated $463K sold.

Apella Capital first reported a position in NIC in Q1 2026 and held it in 1 quarter. The position peaked at $463K in Q1 2026. 26 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Apella Capital reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
  • Apella Capital sold 2,926 Nicolet Bankshares shares in Q2 2026, an estimated $463K.
  • Apella Capital first reported a position in Nicolet Bankshares in Q1 2026 and held it in 1 quarter.
  • Apella Capital's Nicolet Bankshares position peaked at $463K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.