BFC Planning, Inc.’s Nicolet Bankshares NIC Stock Holding History

BFC Planning, Inc.’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	–	Sell	-7	Closed	-$1.04K	–	3477
2026 Q1	$1.04K	Buy	+7	New	+$1.02K	﹤0.01%	2737

Other funds holding NIC

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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

BFC Planning, Inc.'s NIC Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 7 shares — an estimated $1.04K sold.

BFC Planning, Inc. first reported a position in NIC in Q1 2026 and held it in 1 quarter. The position peaked at $1.04K in Q1 2026. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

BFC Planning, Inc. reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 7 Nicolet Bankshares shares in Q2 2026, an estimated $1.04K.
BFC Planning, Inc. first reported a position in Nicolet Bankshares in Q1 2026 and held it in 1 quarter.
BFC Planning, Inc.'s Nicolet Bankshares position peaked at $1.04K in Q1 2026.
253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.