IAG Wealth Partners’s Nicolet Bankshares NIC Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-1,017	Closed	-$168K	–	545
2026 Q2	$168K	Hold	1,017	–	–	0.02%	136
2026 Q1	$151K	Hold	1,017	–	–	0.02%	139
2025 Q4	$123K	Hold	1,017	–	–	0.01%	142
2025 Q3	$137K	Hold	1,017	–	–	0.02%	137
2025 Q2	$126K	Buy	+1,017	New	+$119K	0.02%	132
2024 Q3	–	Sell	-67	Closed	-$5.56K	–	518
2024 Q2	$5.56K	Sell	67 -67	-50%	-$5.36K	﹤0.01%	390
2024 Q1	$11.5K	Sell	134 -1	-0.7%	-$80	﹤0.01%	298
2023 Q4	$10.9K	Hold	135	–	–	﹤0.01%	294
2023 Q3	$9.42K	Buy	+135	New	+$10.2K	﹤0.01%	302
2021 Q1	–	Sell	-198	Closed	-$14K	–	381
2020 Q4	$14K	Hold	198	–	–	0.01%	202
2020 Q3	$11K	Hold	198	–	–	0.01%	216
2020 Q2	$11K	Hold	198	–	–	0.01%	213
2020 Q1	$11K	Hold	198	–	–	0.01%	195
2019 Q4	$15K	Buy	+198	New	+$14K	0.01%	204

Other funds holding NIC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

IAG Wealth Partners's NIC Position: Q3 2026 in Review

IAG Wealth Partners sold out of Nicolet Bankshares (NIC) in Q3 2026, closing a stake of 1,017 shares — an estimated $168K sold.

IAG Wealth Partners first reported a position in NIC in Q4 2019 and held it in 14 quarters. The position peaked at $168K in Q2 2026. 149 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

IAG Wealth Partners reported no remaining Nicolet Bankshares position as of Q3 2026 after selling out during the quarter.
IAG Wealth Partners sold 1,017 Nicolet Bankshares shares in Q3 2026, an estimated $168K.
IAG Wealth Partners first reported a position in Nicolet Bankshares in Q4 2019 and held it in 14 quarters.
IAG Wealth Partners's Nicolet Bankshares position peaked at $168K in Q2 2026.
149 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.