ECM
NIC icon

Evergreen Capital Management’s Nicolet Bankshares NIC Stock Holding History

Evergreen Capital 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 		$403K Buy
2,438
+23
+1% +$3.4K 0.01% 1030
2026
Q1 		$359K Buy
+2,415
New +$351K 0.01% 995

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

Evergreen Capital Management's NIC Position: Q2 2026 in Review

Evergreen Capital Management increased its Nicolet Bankshares (NIC) stake by 0.95% in Q2 2026, buying an estimated $3.4K and bringing the position to 2,438 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1030.

Evergreen Capital Management first reported a position in NIC in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Evergreen Capital Management held 2,438 shares of Nicolet Bankshares worth $403K as of Q2 2026.
  • Evergreen Capital Management bought 23 Nicolet Bankshares shares in Q2 2026, an estimated $3.4K.
  • Nicolet Bankshares made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1030 holding.
  • Evergreen Capital Management first reported a position in Nicolet Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.