CAI
NICE icon

Capital Advisors Inc’s Nice NICE Stock Holding History

Capital Advisors Inc’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,036
Closed -$230K – 372
2025
Q4 		$230K Buy
2,036
+398
+24% +$48.1K ﹤0.01% 311
2025
Q3 		$237K Buy
+1,638
New +$246K ﹤0.01% 302

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Capital Advisors Inc's NICE Position: Q1 2026 in Review

Capital Advisors Inc sold out of Nice (NICE) in Q1 2026, closing a stake of 2,036 shares — an estimated $230K sold.

Capital Advisors Inc first reported a position in NICE in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 347 funds tracked by Wall St. Rank hold NICE as of Q1 2026.

  • Capital Advisors Inc reported no remaining Nice position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 2,036 Nice shares in Q1 2026, an estimated $230K.
  • Capital Advisors Inc first reported a position in Nice in Q3 2025 and held it in 2 quarters.
  • Capital Advisors Inc's Nice position peaked at $237K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Nice as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.