Farther Finance Advisors’s Nicolet Bankshares NIC Stock Holding History

Farther Finance 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	$17.2K	Sell	104 -95	-48%	-$14K	﹤0.01%	4087
2026 Q1	$29.8K	Buy	199 +56	+39%	+$8.13K	﹤0.01%	3376
2025 Q4	$17.3K	Buy	143 +62	+77%	+$7.84K	﹤0.01%	3534
2025 Q3	$10.9K	Buy	81 +79	+3,950%	+$10.5K	﹤0.01%	3407
2025 Q2	$247	Buy	+2	New	+$234	﹤0.01%	4172

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

Farther Finance Advisors's NIC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Nicolet Bankshares (NIC) stake by 48% in Q2 2026, selling an estimated $14K and leaving 104 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4087.

Farther Finance Advisors first reported a position in NIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.8K in Q1 2026. 34 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Farther Finance Advisors held 104 shares of Nicolet Bankshares worth $17.2K as of Q2 2026.
Farther Finance Advisors sold 95 Nicolet Bankshares shares in Q2 2026, an estimated $14K.
Nicolet Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4087 holding.
Farther Finance Advisors first reported a position in Nicolet Bankshares in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Nicolet Bankshares position peaked at $29.8K in Q1 2026.
34 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.