Jones Financial Companies
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Jones Financial Companies’s Nicolet Bankshares NIC Stock Holding History

Jones Financial Companies’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 		$58K Buy
402
+82
+26% +$11.9K ﹤0.01% 2897
2025
Q4 		$38.8K Hold
320
– – ﹤0.01% 2650
2025
Q3 		$42.9K Buy
+320
New +$42.5K ﹤0.01% 2446

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American Century Companies
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FCM
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Boston Partners
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Goldman Sachs
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Jones Financial Companies's NIC Position: Q1 2026 in Review

Jones Financial Companies increased its Nicolet Bankshares (NIC) stake by 26% in Q1 2026, buying an estimated $11.9K and bringing the position to 402 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Jones Financial Companies first reported a position in NIC in Q3 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Jones Financial Companies held 402 shares of Nicolet Bankshares worth $58K as of Q1 2026.
  • Jones Financial Companies bought 82 Nicolet Bankshares shares in Q1 2026, an estimated $11.9K.
  • Nicolet Bankshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2897 holding.
  • Jones Financial Companies first reported a position in Nicolet Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.