LPL Financial
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LPL Financial’s Nicolet Bankshares NIC Stock Holding History

LPL Financial’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 		$629K Buy
4,233
+1,397
+49% +$203K ﹤0.01% 4562
2025
Q4 		$344K Buy
2,836
+126
+5% +$15.9K ﹤0.01% 5037
2025
Q3 		$365K Buy
2,710
+387
+17% +$51.4K ﹤0.01% 4890
2025
Q2 		$287K Sell
2,323
-359
-13% -$42K ﹤0.01% 4803
2025
Q1 		$292K Buy
2,682
+406
+18% +$45.6K ﹤0.01% 4592
2024
Q4 		$239K Buy
2,276
+4
+0.2% +$423 ﹤0.01% 4698
2024
Q3 		$217K Sell
2,272
-248
-10% -$23.2K ﹤0.01% 4674
2024
Q2 		$209K Sell
2,520
-838
-25% -$67K ﹤0.01% 4537
2024
Q1 		$289K Buy
3,358
+80
+2% +$6.39K ﹤0.01% 4233
2023
Q4 		$264K Sell
3,278
-207
-6% -$15.5K ﹤0.01% 4195
2023
Q3 		$243K Buy
+3,485
New +$262K ﹤0.01% 4097

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

LPL Financial's NIC Position: Q1 2026 in Review

LPL Financial increased its Nicolet Bankshares (NIC) stake by 49% in Q1 2026, buying an estimated $203K and bringing the position to 4,233 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #4562.

LPL Financial first reported a position in NIC in Q3 2023 and has held it in 11 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • LPL Financial held 4,233 shares of Nicolet Bankshares worth $629K as of Q1 2026.
  • LPL Financial bought 1,397 Nicolet Bankshares shares in Q1 2026, an estimated $203K.
  • Nicolet Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4562 holding.
  • LPL Financial first reported a position in Nicolet Bankshares in Q3 2023 and has held it in 11 quarters since.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.