Larson Financial Group
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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
Q3 		$14.5K Buy
89
+13
+17% +$2.21K ﹤0.01% 2306
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

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Bank of New York Mellon
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Larson Financial Group's NIC Position: Q3 2026 in Review

Larson Financial Group increased its Nicolet Bankshares (NIC) stake by 17% in Q3 2026, buying an estimated $2.21K and bringing the position to 89 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Larson Financial Group first reported a position in NIC in Q4 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • Larson Financial Group held 89 shares of Nicolet Bankshares worth $14.5K as of Q3 2026.
  • Larson Financial Group bought 13 Nicolet Bankshares shares in Q3 2026, an estimated $2.21K.
  • Nicolet Bankshares made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2306 holding.
  • Larson Financial Group first reported a position in Nicolet Bankshares in Q4 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.