Cerity Partners’s Nicolet Bankshares NIC Stock Holding History

Cerity 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	$1.51M	Buy	+10,184	New	+$1.48M	﹤0.01%	1629

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

Cerity Partners's NIC Position: Q1 2026 in Review

Cerity Partners opened a new position in Nicolet Bankshares (NIC) in Q1 2026: 10,184 shares worth $1.51M. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings.

238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

Cerity Partners held 10,184 shares of Nicolet Bankshares worth $1.51M as of Q1 2026.
Nicolet Bankshares was a new Cerity Partners position in Q1 2026.
Nicolet Bankshares made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1629 holding.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.