Bruce G. Allen Investments’s Nicolet Bankshares NIC Stock Holding History

Bruce G. Allen Investments’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	$1.34K	Buy	9 +3	+50%	+$436	﹤0.01%	762
2025 Q4	$728	Hold	6	–	–	﹤0.01%	894
2025 Q3	$807	Buy	6 +2	+50%	+$265	﹤0.01%	870
2025 Q2	$494	Hold	4	–	–	﹤0.01%	955
2025 Q1	$436	Buy	+4	New	+$449	﹤0.01%	973

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

Bruce G. Allen Investments's NIC Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Nicolet Bankshares (NIC) stake by 50% in Q1 2026, buying an estimated $436 and bringing the position to 9 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Bruce G. Allen Investments first reported a position in NIC in Q1 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

Bruce G. Allen Investments held 9 shares of Nicolet Bankshares worth $1.34K as of Q1 2026.
Bruce G. Allen Investments bought 3 Nicolet Bankshares shares in Q1 2026, an estimated $436.
Nicolet Bankshares made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #762 holding.
Bruce G. Allen Investments first reported a position in Nicolet Bankshares in Q1 2025 and has held it in 5 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.