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Covestor’s Nicolet Bankshares NIC Stock Holding History

Covestor’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 		$9K Buy
55
+52
+1,733% +$7.67K 0.01% 1674
2026
Q1 		$1K Sell
3
-5
-63% -$726 ﹤0.01% 2096
2025
Q4 		$1K Hold
8
– – ﹤0.01% 2120
2025
Q3 		$1K Sell
8
-5
-38% -$663 ﹤0.01% 2133
2025
Q2 		$2K Sell
13
-2
-13% -$234 ﹤0.01% 1865
2025
Q1 		$2K Sell
15
-4
-21% -$449 ﹤0.01% 1866
2024
Q4 		$2K Buy
19
+13
+217% +$1.37K ﹤0.01% 1911
2024
Q3 		$1K Buy
6
+2
+50% +$187 ﹤0.01% 2047
2024
Q2 		$0 Sell
4
-1
-20% -$80 ﹤0.01% 2573
2024
Q1 		$0 Buy
5
+4
+400% +$319 ﹤0.01% 2568
2023
Q4 		$0 Sell
1
-1
-50% -$75 ﹤0.01% 2510
2023
Q3 		$0 Sell
2
-1
-33% -$75 ﹤0.01% 2496
2023
Q2 		$0 Buy
3
+1
+50% +$63 ﹤0.01% 2468
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2391
2022
Q4 		$0 Buy
+2
New +$156 ﹤0.01% 2412

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

Covestor's NIC Position: Q2 2026 in Review

Covestor increased its Nicolet Bankshares (NIC) stake by 1,733% in Q2 2026, buying an estimated $7.67K and bringing the position to 55 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1674.

Covestor 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.

  • Covestor held 55 shares of Nicolet Bankshares worth $9K as of Q2 2026.
  • Covestor bought 52 Nicolet Bankshares shares in Q2 2026, an estimated $7.67K.
  • Nicolet Bankshares made up 0.01% of Covestor's portfolio in Q2 2026, its #1674 holding.
  • Covestor 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 Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.