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JPL Wealth Management’s Nicolet Bankshares NIC Stock Holding History

JPL 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
Q1 		$2.68K Buy
+18
New +$2.61K ﹤0.01% 875

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
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
FCM
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JPL Wealth Management's NIC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Nicolet Bankshares (NIC) in Q1 2026: 18 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings.

238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • JPL Wealth Management held 18 shares of Nicolet Bankshares worth $2.68K as of Q1 2026.
  • Nicolet Bankshares was a new JPL Wealth Management position in Q1 2026.
  • Nicolet Bankshares made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #875 holding.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.