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
2025 Q1	–	Sell	-6,000	Closed	-$629K	–	600
2024 Q4	$629K	Buy	+6,000	New	+$634K	0.03%	174

Other funds holding NIC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WHG

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

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 Q4 2024 and has held it in 6 quarters since. The position peaked at $629K in Q4 2024. 253 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 Q4 2024 and has held it in 6 quarters since.
Heck Capital Advisors's Nicolet Bankshares position peaked at $629K in Q4 2024.
253 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.