McGlone Suttner Wealth Management
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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
Q3 		$673K Buy
4,126
+6
+0.1% +$1.02K 0.08% 111
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

McGlone Suttner Wealth Management's NIC Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Nicolet Bankshares (NIC) stake by 0.15% in Q3 2026, buying an estimated $1.02K and bringing the position to 4,126 shares worth $673K. The position accounts for 0.08% of the portfolio, ranked #111.

McGlone Suttner Wealth Management first reported a position in NIC in Q4 2022 and has held it in 16 quarters since. The position peaked at $681K in Q2 2026. 211 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • McGlone Suttner Wealth Management held 4,126 shares of Nicolet Bankshares worth $673K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 6 Nicolet Bankshares shares in Q3 2026, an estimated $1.02K.
  • Nicolet Bankshares made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #111 holding.
  • McGlone Suttner Wealth Management first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Nicolet Bankshares position peaked at $681K in Q2 2026.
  • 211 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.