EP
NIC icon

Essential Partners’s Nicolet Bankshares NIC Stock Holding History

Essential Partners’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
Q3 		$489 Hold
3
– – ﹤0.01% 2402
2026
Q2 		$496 Hold
3
– – ﹤0.01% 2478
2026
Q1 		$446 Buy
3
+1
+50% +$145 ﹤0.01% 2466
2025
Q4 		$243 Hold
2
– – ﹤0.01% 2392
2025
Q3 		$269 Hold
2
– – ﹤0.01% 2345
2025
Q2 		$247 Buy
+2
New +$234 ﹤0.01% 1897

Other funds holding NIC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's NIC Position: Q3 2026 in Review

Essential Partners held its Nicolet Bankshares (NIC) position steady in Q3 2026 at 3 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Essential Partners first reported a position in NIC in Q2 2025 and has held it in 6 quarters since. The position peaked at $496 in Q2 2026. 18 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • Essential Partners held 3 shares of Nicolet Bankshares worth $489 as of Q3 2026.
  • Essential Partners left its Nicolet Bankshares share count unchanged in Q3 2026.
  • Nicolet Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2402 holding.
  • Essential Partners first reported a position in Nicolet Bankshares in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Nicolet Bankshares position peaked at $496 in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.