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Great Valley Advisor Group’s Nicolet Bankshares NIC Stock Holding History

Great Valley Advisor Group’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 		$220K Buy
+1,333
New +$197K ﹤0.01% 955

Other funds holding NIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WHG
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

Great Valley Advisor Group's NIC Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Nicolet Bankshares (NIC) in Q2 2026: 1,333 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings.

253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Great Valley Advisor Group held 1,333 shares of Nicolet Bankshares worth $220K as of Q2 2026.
  • Nicolet Bankshares was a new Great Valley Advisor Group position in Q2 2026.
  • Nicolet Bankshares made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #955 holding.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.