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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

Geode Capital Management

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

American Century Companies

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

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

Boston Partners

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