KCM
NIC icon

Kennedy Capital Management’s Nicolet Bankshares NIC Stock Holding History

Kennedy Capital 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 		– Sell
-9,374
Closed -$1.14M – 561
2025
Q4 		$1.14M Sell
9,374
-49
-0.5% -$6.19K 0.02% 472
2025
Q3 		$1.27M Sell
9,423
-1,301
-12% -$173K 0.03% 482
2025
Q2 		$1.32M Buy
10,724
+773
+8% +$90.3K 0.03% 481
2025
Q1 		$1.08M Sell
9,951
-59
-0.6% -$6.63K 0.03% 502
2024
Q4 		$1.05M Sell
10,010
-1,512
-13% -$160K 0.02% 594
2024
Q3 		$1.1M Sell
11,522
-121
-1% -$11.3K 0.02% 585
2024
Q2 		$967K Sell
11,643
-45
-0.4% -$3.6K 0.02% 591
2024
Q1 		$1.01M Sell
11,688
-247
-2% -$19.7K 0.02% 620
2023
Q4 		$961K Buy
11,935
+966
+9% +$72.3K 0.02% 590
2023
Q3 		$765K Hold
10,969
– – 0.02% 587
2023
Q2 		$745K Sell
10,969
-12,655
-54% -$802K 0.02% 575
2023
Q1 		$1.49M Hold
23,624
– – 0.04% 437
2022
Q4 		$1.88M Sell
23,624
-19
-0.1% -$1.48K 0.05% 421
2022
Q3 		$1.67M Sell
23,643
-45
-0.2% -$3.47K 0.05% 440
2022
Q2 		$1.71M Sell
23,688
-231
-1% -$18.7K 0.05% 433
2022
Q1 		$2.24M Sell
23,919
-3,752
-14% -$350K 0.05% 429
2021
Q4 		$2.37M Buy
27,671
+2,671
+11% +$204K 0.05% 434
2021
Q3 		$1.85M Buy
25,000
+2,958
+13% +$216K 0.04% 478
2021
Q2 		$1.55M Buy
+22,042
New +$1.72M 0.03% 500

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

Kennedy Capital Management's NIC Position: Q1 2026 in Review

Kennedy Capital Management sold out of Nicolet Bankshares (NIC) in Q1 2026, closing a stake of 9,374 shares — an estimated $1.14M sold.

Kennedy Capital Management first reported a position in NIC in Q2 2021 and held it in 19 quarters. The position peaked at $2.37M in Q4 2021. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Kennedy Capital Management reported no remaining Nicolet Bankshares position as of Q1 2026 after selling out during the quarter.
  • Kennedy Capital Management sold 9,374 Nicolet Bankshares shares in Q1 2026, an estimated $1.14M.
  • Kennedy Capital Management first reported a position in Nicolet Bankshares in Q2 2021 and held it in 19 quarters.
  • Kennedy Capital Management's Nicolet Bankshares position peaked at $2.37M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.