Foundations Investment Advisors’s Nicolet Bankshares NIC Stock Holding History

Foundations Investment 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	$485K	Hold	2,930	–	–	0.01%	794
2026 Q1	$435K	Sell	2,930 -33	-1%	-$4.79K	0.01%	756
2025 Q4	$359K	Sell	2,963 -37	-1%	-$4.68K	﹤0.01%	836
2025 Q3	$404K	Hold	3,000	–	–	0.01%	730
2025 Q2	$370K	Hold	3,000	–	–	0.01%	675
2025 Q1	$327K	Hold	3,000	–	–	0.01%	687
2024 Q4	$315K	Hold	3,000	–	–	0.01%	651
2024 Q3	$287K	Hold	3,000	–	–	0.01%	646
2024 Q2	$249K	Hold	3,000	–	–	0.01%	655
2024 Q1	$258K	Hold	3,000	–	–	0.01%	617
2023 Q4	$235K	Hold	3,000	–	–	0.01%	607
2023 Q3	$209K	Hold	3,000	–	–	0.01%	607
2023 Q2	$204K	Buy	+3,000	New	+$190K	0.01%	545
2023 Q1	–	Sell	-3,000	Closed	-$239K	–	532
2022 Q4	$239K	Hold	3,000	–	–	0.01%	383
2022 Q3	$211K	Hold	3,000	–	–	0.01%	370
2022 Q2	$219K	Hold	3,000	–	–	0.01%	354
2022 Q1	$275K	Buy	+3,000	New	+$280K	0.01%	289

Other funds holding NIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Foundations Investment Advisors's NIC Position: Q2 2026 in Review

Foundations Investment Advisors held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 2,930 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #794.

Foundations Investment Advisors first reported a position in NIC in Q1 2022 and has held it in 17 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Foundations Investment Advisors held 2,930 shares of Nicolet Bankshares worth $485K as of Q2 2026.
Foundations Investment Advisors left its Nicolet Bankshares share count unchanged in Q2 2026.
Nicolet Bankshares made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #794 holding.
Foundations Investment Advisors first reported a position in Nicolet Bankshares in Q1 2022 and has held it in 17 quarters since.
253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.