MFG
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Magnus Financial Group’s Nicolet Bankshares NIC Stock Holding History

Magnus 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 		$330K Buy
1,992
+5
+0.3% +$738 0.02% 295
2026
Q1 		$295K Buy
+1,987
New +$289K 0.02% 300

Other funds holding NIC

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

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

Magnus Financial Group increased its Nicolet Bankshares (NIC) stake by 0.25% in Q2 2026, buying an estimated $738 and bringing the position to 1,992 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #295.

Magnus Financial Group first reported a position in NIC in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Magnus Financial Group held 1,992 shares of Nicolet Bankshares worth $330K as of Q2 2026.
  • Magnus Financial Group bought 5 Nicolet Bankshares shares in Q2 2026, an estimated $738.
  • Nicolet Bankshares made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #295 holding.
  • Magnus Financial Group first reported a position in Nicolet Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.