Empirical Wealth Management’s Nicolet Bankshares NIC Stock Holding History

Empirical Wealth Management’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	$206K	Sell	1,243 -500	-29%	-$73.8K	﹤0.01%	1009
2026 Q1	$259K	Buy	+1,743	New	+$253K	﹤0.01%	848
2025 Q4	–	Sell	-1,489	Closed	-$200K	–	951
2025 Q3	$200K	Buy	+1,489	New	+$198K	﹤0.01%	764

Other funds holding NIC

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Empirical Wealth Management's NIC Position: Q2 2026 in Review

Empirical Wealth Management reduced its Nicolet Bankshares (NIC) stake by 29% in Q2 2026, selling an estimated $73.8K and leaving 1,243 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Empirical Wealth Management first reported a position in NIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $259K in Q1 2026. 26 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Empirical Wealth Management held 1,243 shares of Nicolet Bankshares worth $206K as of Q2 2026.
Empirical Wealth Management sold 500 Nicolet Bankshares shares in Q2 2026, an estimated $73.8K.
Nicolet Bankshares made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1009 holding.
Empirical Wealth Management first reported a position in Nicolet Bankshares in Q3 2025 and has held it in 3 quarters since.
Empirical Wealth Management's Nicolet Bankshares position peaked at $259K in Q1 2026.
26 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.