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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
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 $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

KLCM Advisors's NIC Position: Q1 2026 in Review

KLCM Advisors reduced its Nicolet Bankshares (NIC) stake by 73% in Q1 2026, selling an estimated $581K and leaving 1,500 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #240.

KLCM Advisors first reported a position in NIC in Q3 2023 and has held it in 7 quarters since. The position peaked at $667K in Q4 2025. 239 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • KLCM Advisors held 1,500 shares of Nicolet Bankshares worth $223K as of Q1 2026.
  • KLCM Advisors sold 4,000 Nicolet Bankshares shares in Q1 2026, an estimated $581K.
  • Nicolet Bankshares made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #240 holding.
  • KLCM Advisors first reported a position in Nicolet Bankshares in Q3 2023 and has held it in 7 quarters since.
  • KLCM Advisors's Nicolet Bankshares position peaked at $667K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.