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Larson Financial Group’s Nicolet Bankshares NIC Stock Holding History

Larson Financial Group’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 		$12.6K Buy
76
+2
+3% +$295 ﹤0.01% 2260
2026
Q1 		$11K Buy
74
+73
+7,300% +$10.6K ﹤0.01% 2190
2025
Q4 		$121 Buy
+1
New +$126 ﹤0.01% 3319

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

Larson Financial Group's NIC Position: Q2 2026 in Review

Larson Financial Group increased its Nicolet Bankshares (NIC) stake by 2.7% in Q2 2026, buying an estimated $295 and bringing the position to 76 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Larson Financial Group first reported a position in NIC in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Larson Financial Group held 76 shares of Nicolet Bankshares worth $12.6K as of Q2 2026.
  • Larson Financial Group bought 2 Nicolet Bankshares shares in Q2 2026, an estimated $295.
  • Nicolet Bankshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2260 holding.
  • Larson Financial Group first reported a position in Nicolet Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.