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Keating Financial Advisory Services’s Nicolet Bankshares NIC Stock Holding History

Keating Financial Advisory Services’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 		$3.31K Buy
20
+17
+567% +$2.51K ﹤0.01% 1737
2026
Q1 		$446 Buy
+3
New +$436 ﹤0.01% 2280

Other funds holding NIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Keating Financial Advisory Services's NIC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Nicolet Bankshares (NIC) stake by 567% in Q2 2026, buying an estimated $2.51K and bringing the position to 20 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Keating Financial Advisory Services first reported a position in NIC in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Keating Financial Advisory Services held 20 shares of Nicolet Bankshares worth $3.31K as of Q2 2026.
  • Keating Financial Advisory Services bought 17 Nicolet Bankshares shares in Q2 2026, an estimated $2.51K.
  • Nicolet Bankshares made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1737 holding.
  • Keating Financial Advisory Services first reported a position in Nicolet Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.