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McGlone Suttner Wealth Management’s Nicolet Bankshares NIC Stock Holding History

McGlone Suttner Wealth Management’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 		$663K Buy
4,459
+353
+9% +$51.3K 0.09% 100
2025
Q4 		$498K Buy
4,106
+6
+0.1% +$758 0.07% 119
2025
Q3 		$551K Buy
4,100
+7
+0.2% +$929 0.08% 110
2025
Q2 		$505K Buy
4,093
+8
+0.2% +$935 0.08% 116
2025
Q1 		$445K Buy
4,085
+7
+0.2% +$787 0.07% 125
2024
Q4 		$428K Buy
4,078
+7
+0.2% +$739 0.07% 115
2024
Q3 		$389K Buy
4,071
+27
+0.7% +$2.52K 0.08% 118
2024
Q2 		$325K Sell
4,044
-527
-12% -$42.1K 0.07% 114
2024
Q1 		$393K Buy
4,571
+527
+13% +$42.1K 0.07% 112
2023
Q4 		$325K Buy
4,044
+10
+0.2% +$748 0.06% 114
2023
Q3 		$282K Buy
4,034
+8
+0.2% +$602 0.07% 109
2023
Q2 		$273K Sell
4,026
-201
-5% -$12.7K 0.06% 116
2023
Q1 		$267K Buy
4,227
+117
+3% +$8.45K 0.07% 116
2022
Q4 		$328K Buy
+4,110
New +$320K 0.1% 93

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

McGlone Suttner Wealth Management's NIC Position: Q1 2026 in Review

McGlone Suttner Wealth Management increased its Nicolet Bankshares (NIC) stake by 8.6% in Q1 2026, buying an estimated $51.3K and bringing the position to 4,459 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #100.

McGlone Suttner Wealth Management first reported a position in NIC in Q4 2022 and has held it in 14 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • McGlone Suttner Wealth Management held 4,459 shares of Nicolet Bankshares worth $663K as of Q1 2026.
  • McGlone Suttner Wealth Management bought 353 Nicolet Bankshares shares in Q1 2026, an estimated $51.3K.
  • Nicolet Bankshares made up 0.09% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #100 holding.
  • McGlone Suttner Wealth Management first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 14 quarters since.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.