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KLCM Advisors’s Nicolet Bankshares NIC Stock Holding History

KLCM Advisors’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 		$248K Hold
1,500
– – 0.02% 246
2026
Q1 		$223K Sell
1,500
-4,000
-73% -$581K 0.02% 240
2025
Q4 		$667K Buy
5,500
+4,000
+267% +$506K 0.06% 137
2025
Q3 		$202K Buy
+1,500
New +$199K 0.02% 166
2024
Q3 		– Sell
-3,088
Closed -$256K – 170
2024
Q2 		$256K Hold
3,088
– – 0.03% 135
2024
Q1 		$266K Hold
3,088
– – 0.03% 134
2023
Q4 		$249K Hold
3,088
– – 0.04% 127
2023
Q3 		$215K Buy
+3,088
New +$232K 0.04% 122

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

KLCM Advisors's NIC Position: Q2 2026 in Review

KLCM Advisors held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 1,500 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #246.

KLCM Advisors first reported a position in NIC in Q3 2023 and has held it in 8 quarters since. The position peaked at $667K in Q4 2025. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • KLCM Advisors held 1,500 shares of Nicolet Bankshares worth $248K as of Q2 2026.
  • KLCM Advisors left its Nicolet Bankshares share count unchanged in Q2 2026.
  • Nicolet Bankshares made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #246 holding.
  • KLCM Advisors first reported a position in Nicolet Bankshares in Q3 2023 and has held it in 8 quarters since.
  • KLCM Advisors's Nicolet Bankshares position peaked at $667K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.