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
Q2 		$54K Sell
331
-71
-18% -$10.5K ﹤0.01% 3099
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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Vanguard Capital Management
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Geode Capital Management
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Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
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Vanguard Portfolio Management
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jones Financial Companies's NIC Position: Q2 2026 in Review

Jones Financial Companies reduced its Nicolet Bankshares (NIC) stake by 18% in Q2 2026, selling an estimated $10.5K and leaving 331 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Jones Financial Companies first reported a position in NIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $58K in Q1 2026. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Jones Financial Companies held 331 shares of Nicolet Bankshares worth $54K as of Q2 2026.
  • Jones Financial Companies sold 71 Nicolet Bankshares shares in Q2 2026, an estimated $10.5K.
  • Nicolet Bankshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3099 holding.
  • Jones Financial Companies first reported a position in Nicolet Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Nicolet Bankshares position peaked at $58K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.