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Clearstead Advisors’s Nicolet Bankshares NIC Stock Holding History

Clearstead Advisors’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 		$610K Buy
+3,686
New +$544K 0.01% 685
2026
Q1 		– Sell
-451
Closed -$54.7K – 2649
2025
Q4 		$54.7K Buy
451
+297
+193% +$37.5K ﹤0.01% 1371
2025
Q3 		$20.7K Buy
154
+44
+40% +$5.84K ﹤0.01% 1630
2025
Q2 		$13.6K Buy
+110
New +$12.9K ﹤0.01% 1779

Other funds holding NIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WHG
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

Clearstead Advisors's NIC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Nicolet Bankshares (NIC) in Q2 2026: 3,686 shares worth $610K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NIC as recently as Q4 2025.

Clearstead Advisors first reported a position in NIC in Q2 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Clearstead Advisors held 3,686 shares of Nicolet Bankshares worth $610K as of Q2 2026.
  • Nicolet Bankshares was a new Clearstead Advisors position in Q2 2026.
  • Nicolet Bankshares made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #685 holding.
  • Clearstead Advisors first reported a position in Nicolet Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.