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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
Q2 		$1.49K Hold
9
– – ﹤0.01% 740
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bruce G. Allen Investments's NIC Position: Q2 2026 in Review

Bruce G. Allen Investments held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 9 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Bruce G. Allen Investments first reported a position in NIC in Q1 2025 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Bruce G. Allen Investments held 9 shares of Nicolet Bankshares worth $1.49K as of Q2 2026.
  • Bruce G. Allen Investments left its Nicolet Bankshares share count unchanged in Q2 2026.
  • Nicolet Bankshares made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #740 holding.
  • Bruce G. Allen Investments first reported a position in Nicolet Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.