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Heck Capital Advisors’s Nicolet Bankshares NIC Stock Holding History

Heck Capital 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 		$331K Hold
2,000
– – 0.02% 178
2026
Q1 		$297K Hold
2,000
– – 0.02% 179
2025
Q4 		$243K Hold
2,000
– – 0.02% 202
2025
Q3 		$269K Hold
2,000
– – 0.02% 181
2025
Q2 		$247K Buy
+2,000
New +$234K 0.02% 169

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Heck Capital Advisors's NIC Position: Q2 2026 in Review

Heck Capital Advisors held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 2,000 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #178.

Heck Capital Advisors first reported a position in NIC in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Heck Capital Advisors held 2,000 shares of Nicolet Bankshares worth $331K as of Q2 2026.
  • Heck Capital Advisors left its Nicolet Bankshares share count unchanged in Q2 2026.
  • Nicolet Bankshares made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #178 holding.
  • Heck Capital Advisors first reported a position in Nicolet Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.