Creative Planning
NIC icon

Creative Planning’s Nicolet Bankshares NIC Stock Holding History

Creative Planning’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 		$6.56M Sell
39,691
-1,695
-4% -$250K ﹤0.01% 1193
2026
Q1 		$6.15M Buy
41,386
+23,663
+134% +$3.44M ﹤0.01% 1033
2025
Q4 		$2.15M Sell
17,723
-960
-5% -$121K ﹤0.01% 1677
2025
Q3 		$2.51M Buy
18,683
+3,138
+20% +$416K ﹤0.01% 1357
2025
Q2 		$1.92M Buy
15,545
+270
+2% +$31.6K ﹤0.01% 1347
2025
Q1 		$1.66M Buy
15,275
+1,979
+15% +$222K ﹤0.01% 1324
2024
Q4 		$1.39M Buy
13,296
+812
+7% +$85.8K ﹤0.01% 1388
2024
Q3 		$1.19M Buy
12,484
+777
+7% +$72.7K ﹤0.01% 1393
2024
Q2 		$972K Sell
11,707
-163
-1% -$13K ﹤0.01% 1419
2024
Q1 		$1.02M Buy
11,870
+5,743
+94% +$459K ﹤0.01% 1330
2023
Q4 		$493K Buy
6,127
+26
+0.4% +$1.95K ﹤0.01% 1720
2023
Q3 		$426K Buy
6,101
+102
+2% +$7.68K ﹤0.01% 1664
2023
Q2 		$407K Sell
5,999
-287
-5% -$18.2K ﹤0.01% 1683
2023
Q1 		$396K Buy
6,286
+620
+11% +$44.8K ﹤0.01% 1627
2022
Q4 		$452K Sell
5,666
-1,844
-25% -$144K ﹤0.01% 1487
2022
Q3 		$529K Buy
7,510
+2,424
+48% +$187K ﹤0.01% 1303
2022
Q2 		$368K Buy
5,086
+4
+0.1% +$324 ﹤0.01% 1478
2022
Q1 		$476K Hold
5,082
– – ﹤0.01% 1345
2021
Q4 		$436K Buy
5,082
+2,138
+73% +$163K ﹤0.01% 1391
2021
Q3 		$218K Buy
+2,944
New +$215K ﹤0.01% 1813

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

Creative Planning's NIC Position: Q2 2026 in Review

Creative Planning reduced its Nicolet Bankshares (NIC) stake by 4.1% in Q2 2026, selling an estimated $250K and leaving 39,691 shares worth $6.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Creative Planning first reported a position in NIC in Q3 2021 and has held it in 20 quarters since. 254 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Creative Planning held 39,691 shares of Nicolet Bankshares worth $6.56M as of Q2 2026.
  • Creative Planning sold 1,695 Nicolet Bankshares shares in Q2 2026, an estimated $250K.
  • Nicolet Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1193 holding.
  • Creative Planning first reported a position in Nicolet Bankshares in Q3 2021 and has held it in 20 quarters since.
  • 254 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.