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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAG Wealth Partners's NIC Position: Q1 2026 in Review

IAG Wealth Partners held its Nicolet Bankshares (NIC) position steady in Q1 2026 at 1,017 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #139.

IAG Wealth Partners first reported a position in NIC in Q4 2019 and has held it in 13 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

IAG Wealth Partners held 1,017 shares of Nicolet Bankshares worth $151K as of Q1 2026.
IAG Wealth Partners left its Nicolet Bankshares share count unchanged in Q1 2026.
Nicolet Bankshares made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #139 holding.
IAG Wealth Partners first reported a position in Nicolet Bankshares in Q4 2019 and has held it in 13 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.