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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
Q2 		$681K Sell
4,120
-339
-8% -$50K 0.08% 103
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 $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

McGlone Suttner Wealth Management's NIC Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Nicolet Bankshares (NIC) stake by 7.6% in Q2 2026, selling an estimated $50K and leaving 4,120 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #103.

McGlone Suttner Wealth Management first reported a position in NIC in Q4 2022 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • McGlone Suttner Wealth Management held 4,120 shares of Nicolet Bankshares worth $681K as of Q2 2026.
  • McGlone Suttner Wealth Management sold 339 Nicolet Bankshares shares in Q2 2026, an estimated $50K.
  • Nicolet Bankshares made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #103 holding.
  • McGlone Suttner Wealth Management first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 15 quarters since.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.