EverSource Wealth Advisors’s Nicolet Bankshares NIC Stock Holding History

EverSource Wealth Advisors’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	$93.7K	Buy	630 +284	+82%	+$41.2K	﹤0.01%	1468
2025 Q4	$42K	Sell	346 -1	-0.3%	-$126	﹤0.01%	1868
2025 Q3	$46.7K	Buy	347 +145	+72%	+$19.2K	﹤0.01%	1763
2025 Q2	$25K	Buy	202 +197	+3,940%	+$23K	﹤0.01%	2125
2025 Q1	$545	Hold	5	–	–	﹤0.01%	3428
2024 Q4	$525	Buy	+5	New	+$528	﹤0.01%	3181

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EverSource Wealth Advisors's NIC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Nicolet Bankshares (NIC) stake by 82% in Q1 2026, buying an estimated $41.2K and bringing the position to 630 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

EverSource Wealth Advisors first reported a position in NIC in Q4 2024 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

EverSource Wealth Advisors held 630 shares of Nicolet Bankshares worth $93.7K as of Q1 2026.
EverSource Wealth Advisors bought 284 Nicolet Bankshares shares in Q1 2026, an estimated $41.2K.
Nicolet Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1468 holding.
EverSource Wealth Advisors first reported a position in Nicolet Bankshares in Q4 2024 and has held it in 6 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.