Caldwell Sutter Capital’s Nicolet Bankshares NIC Stock Holding History

Caldwell Sutter 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	$119K	Hold	720	–	–	0.04%	282
2026 Q1	$107K	Hold	720	–	–	0.04%	281
2025 Q4	$87.3K	Hold	720	–	–	0.04%	296
2025 Q3	$96.8K	Hold	720	–	–	0.04%	285
2025 Q2	$88.9K	Hold	720	–	–	0.04%	294
2025 Q1	$78.5K	Hold	720	–	–	0.04%	301
2024 Q4	$75.5K	Hold	720	–	–	0.04%	306
2024 Q3	$68.9K	Hold	720	–	–	0.03%	320
2024 Q2	$59.8K	Sell	720 -409	-36%	-$32.7K	0.03%	331
2024 Q1	$97.1K	Hold	1,129	–	–	0.05%	277
2023 Q4	$90.9K	Hold	1,129	–	–	0.05%	278
2023 Q3	$78.8K	Hold	1,129	–	–	0.04%	280
2023 Q2	$76.7K	Hold	1,129	–	–	0.04%	283
2023 Q1	$71.2K	Hold	1,129	–	–	0.05%	215
2022 Q4	$90.1K	Buy	+1,129	New	+$87.9K	0.08%	154

Other funds holding NIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Caldwell Sutter Capital's NIC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 720 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #282.

Caldwell Sutter Capital first reported a position in NIC in Q4 2022 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Caldwell Sutter Capital held 720 shares of Nicolet Bankshares worth $119K as of Q2 2026.
Caldwell Sutter Capital left its Nicolet Bankshares share count unchanged in Q2 2026.
Nicolet Bankshares made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #282 holding.
Caldwell Sutter Capital first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 15 quarters since.
253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.