Mercer Global Advisors’s Nicolet Bankshares NIC Stock Holding History

Mercer Global Advisors’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	$1.41M	Buy	9,467 +1,314	+16%	+$191K	﹤0.01%	1383
2025 Q4	$989K	Buy	8,153 +363	+5%	+$45.9K	﹤0.01%	1461
2025 Q3	$1.05M	Buy	7,790 +26	+0.3%	+$3.45K	﹤0.01%	1361
2025 Q2	$959K	Buy	7,764 +3	+0%	+$351	﹤0.01%	1245
2025 Q1	$846K	Buy	7,761 +39	+0.5%	+$4.38K	﹤0.01%	1215
2024 Q4	$810K	Buy	+7,722	New	+$816K	﹤0.01%	1203
2024 Q1	–	Sell	-7,722	Closed	-$621K	–	2106
2023 Q4	$621K	Hold	7,722	–	–	﹤0.01%	1195
2023 Q3	$539K	Buy	+7,722	New	+$581K	﹤0.01%	1214
2023 Q1	–	Sell	-7,735	Closed	-$617K	–	2012
2022 Q4	$617K	Hold	7,735	–	–	﹤0.01%	1114
2022 Q3	$545K	Buy	7,735 +13	+0.2%	+$1K	﹤0.01%	1093
2022 Q2	$559K	Hold	7,722	–	–	﹤0.01%	1087
2022 Q1	$723K	Buy	+7,722	New	+$719K	﹤0.01%	1041
2021 Q4	–	Sell	-7,722	Closed	-$573K	–	1838
2021 Q3	$573K	Buy	+7,722	New	+$564K	﹤0.01%	1105

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors's NIC Position: Q1 2026 in Review

Mercer Global Advisors increased its Nicolet Bankshares (NIC) stake by 16% in Q1 2026, buying an estimated $191K and bringing the position to 9,467 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Mercer Global Advisors first reported a position in NIC in Q3 2021 and has held it in 13 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

Mercer Global Advisors held 9,467 shares of Nicolet Bankshares worth $1.41M as of Q1 2026.
Mercer Global Advisors bought 1,314 Nicolet Bankshares shares in Q1 2026, an estimated $191K.
Nicolet Bankshares made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1383 holding.
Mercer Global Advisors first reported a position in Nicolet Bankshares in Q3 2021 and has held it in 13 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.