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
Q2 		$796K Buy
4,811
+578
+14% +$85.3K ﹤0.01% 4620
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 $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

LPL Financial's NIC Position: Q2 2026 in Review

LPL Financial increased its Nicolet Bankshares (NIC) stake by 14% in Q2 2026, buying an estimated $85.3K and bringing the position to 4,811 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #4620.

LPL Financial first reported a position in NIC in Q3 2023 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • LPL Financial held 4,811 shares of Nicolet Bankshares worth $796K as of Q2 2026.
  • LPL Financial bought 578 Nicolet Bankshares shares in Q2 2026, an estimated $85.3K.
  • Nicolet Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4620 holding.
  • LPL Financial first reported a position in Nicolet Bankshares in Q3 2023 and has held it in 12 quarters since.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.