EverSource Wealth Advisors
NIC icon

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
Q2 		$20.2K Sell
122
-508
-81% -$75K ﹤0.01% 2423
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Westwood Holdings Group
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

EverSource Wealth Advisors's NIC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Nicolet Bankshares (NIC) stake by 81% in Q2 2026, selling an estimated $75K and leaving 122 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

EverSource Wealth Advisors first reported a position in NIC in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.7K in Q1 2026. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • EverSource Wealth Advisors held 122 shares of Nicolet Bankshares worth $20.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 508 Nicolet Bankshares shares in Q2 2026, an estimated $75K.
  • Nicolet Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2423 holding.
  • EverSource Wealth Advisors first reported a position in Nicolet Bankshares in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Nicolet Bankshares position peaked at $93.7K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.