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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
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 $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

Larson Financial Group's NIC Position: Q1 2026 in Review

Larson Financial Group increased its Nicolet Bankshares (NIC) stake by 7,300% in Q1 2026, buying an estimated $10.6K and bringing the position to 74 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Larson Financial Group first reported a position in NIC in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Larson Financial Group held 74 shares of Nicolet Bankshares worth $11K as of Q1 2026.
  • Larson Financial Group bought 73 Nicolet Bankshares shares in Q1 2026, an estimated $10.6K.
  • Nicolet Bankshares made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2190 holding.
  • Larson Financial Group first reported a position in Nicolet Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.