Arax Advisory Partners’s Nicolet Bankshares NIC Stock Holding History

Arax Advisory Partners’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	$16.7K	Buy	116 +41	+55%	+$5.95K	﹤0.01%	2190
2025 Q4	$9.1K	Sell	75 -139	-65%	-$17.6K	﹤0.01%	2522
2025 Q3	$28.8K	Buy	214 +207	+2,957%	+$27.5K	﹤0.01%	2103
2025 Q2	$864	Buy	+7	New	+$818	﹤0.01%	2825
2025 Q1	–	Sell	-158	Closed	-$16.6K	–	2918
2024 Q4	$16.6K	Hold	158	–	–	﹤0.01%	1280
2024 Q3	$15.1K	Hold	158	–	–	﹤0.01%	1211
2024 Q2	$13.1K	Buy	+158	New	+$12.6K	﹤0.01%	1141

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arax Advisory Partners's NIC Position: Q1 2026 in Review

Arax Advisory Partners increased its Nicolet Bankshares (NIC) stake by 55% in Q1 2026, buying an estimated $5.95K and bringing the position to 116 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Arax Advisory Partners first reported a position in NIC in Q2 2024 and has held it in 7 quarters since. The position peaked at $28.8K in Q3 2025. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

Arax Advisory Partners held 116 shares of Nicolet Bankshares worth $16.7K as of Q1 2026.
Arax Advisory Partners bought 41 Nicolet Bankshares shares in Q1 2026, an estimated $5.95K.
Nicolet Bankshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2190 holding.
Arax Advisory Partners first reported a position in Nicolet Bankshares in Q2 2024 and has held it in 7 quarters since.
Arax Advisory Partners's Nicolet Bankshares position peaked at $28.8K in Q3 2025.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.