Institute for Wealth Management’s Nicolet Bankshares NIC Stock Holding History

Institute for Wealth Management’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	$1.05K	Buy	+6	New	+$886	﹤0.01%	1652

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's NIC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nicolet Bankshares (NIC) in Q2 2026: 6 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings.

104 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Institute for Wealth Management held 6 shares of Nicolet Bankshares worth $1.05K as of Q2 2026.
Nicolet Bankshares was a new Institute for Wealth Management position in Q2 2026.
Nicolet Bankshares made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1652 holding.
104 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.