Financial Consulate’s Nicolet Bankshares NIC Stock Holding History

Financial Consulate’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	$164	Buy	+1	New	+$170	﹤0.01%	1729

Other funds holding NIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Old Mission Investment Co Traverse City, Michigan $487M AUM 19.59% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Financial Consulate's NIC Position: Q3 2026 in Review

Financial Consulate opened a new position in Nicolet Bankshares (NIC) in Q3 2026: 1 share worth $164. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings.

45 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

Financial Consulate held 1 share of Nicolet Bankshares worth $164 as of Q3 2026.
Nicolet Bankshares was a new Financial Consulate position in Q3 2026.
Nicolet Bankshares made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1729 holding.
45 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.