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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return