IFP Advisors’s Nicolet Bankshares NIC Stock Holding History

IFP 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 Q1	–	Sell	-1	Closed	-$121	–	5110
2025 Q4	$121	Hold	1	–	–	﹤0.01%	4559
2025 Q3	$134	Buy	+1	New	+$133	﹤0.01%	4483
2025 Q2	–	Sell	-13	Closed	-$1.52K	–	2731
2025 Q1	$1.42K	Hold	13	–	–	﹤0.01%	3255
2024 Q4	$1.36K	Buy	13 +2	+18%	+$211	﹤0.01%	3214
2024 Q3	$1.05K	Hold	11	–	–	﹤0.01%	3071
2024 Q2	$913	Hold	11	–	–	﹤0.01%	3006
2024 Q1	$946	Hold	11	–	–	﹤0.01%	2874
2023 Q4	$885	Hold	11	–	–	﹤0.01%	2824
2023 Q3	$768	Hold	11	–	–	﹤0.01%	3052
2023 Q2	$747	Hold	11	–	–	﹤0.01%	3132
2023 Q1	$632	Sell	11 -3,000	-100%	-$217K	﹤0.01%	3156
2022 Q4	$173K	Hold	3,011	–	–	﹤0.01%	1428
2022 Q3	$173K	Buy	3,011 +3,000	+27,273%	+$232K	﹤0.01%	1496
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	4395
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	4394
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	3060
2021 Q3	$1K	Buy	+11	New	+$803	﹤0.01%	3073

Other funds holding NIC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFP Advisors's NIC Position: Q1 2026 in Review

IFP Advisors sold out of Nicolet Bankshares (NIC) in Q1 2026, closing a stake of 1 share — an estimated $121 sold.

IFP Advisors first reported a position in NIC in Q3 2021 and held it in 17 quarters. The position peaked at $173K in Q4 2022. 240 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

IFP Advisors reported no remaining Nicolet Bankshares position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 1 Nicolet Bankshares share in Q1 2026, an estimated $121.
IFP Advisors first reported a position in Nicolet Bankshares in Q3 2021 and held it in 17 quarters.
IFP Advisors's Nicolet Bankshares position peaked at $173K in Q4 2022.
240 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.