MFG
NIC icon

Merit Financial Group’s Nicolet Bankshares NIC Stock Holding History

Merit 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 		$7.75M Sell
46,857
-175
-0.4% -$25.8K 0.05% 317
2026
Q1 		$6.99M Sell
47,032
-2,282
-5% -$331K 0.05% 311
2025
Q4 		$5.98M Buy
49,314
+11,729
+31% +$1.48M 0.05% 317
2025
Q3 		$5.06M Buy
37,585
+15
+0% +$1.99K 0.05% 318
2025
Q2 		$4.64M Buy
37,570
+3,011
+9% +$352K 0.05% 299
2025
Q1 		$3.77M Buy
34,559
+16
+0% +$1.8K 0.06% 274
2024
Q4 		$3.62M Buy
34,543
+592
+2% +$62.5K 0.07% 236
2024
Q3 		$3.25M Sell
33,951
-5,788
-15% -$541K 0.07% 215
2024
Q2 		$3.3M Buy
39,739
+888
+2% +$71K 0.07% 200
2024
Q1 		$3.11M Buy
38,851
+35,520
+1,066% +$2.84M 0.07% 206
2023
Q4 		$268K Buy
3,331
+246
+8% +$18.4K 0.01% 649
2023
Q3 		$215K Buy
3,085
+7
+0.2% +$527 0.01% 681
2023
Q2 		$209K Buy
+3,078
New +$195K 0.01% 695
2023
Q1 		– Sell
-3,072
Closed -$245K – 689
2022
Q4 		$245K Buy
+3,072
New +$239K 0.01% 588

Other funds holding NIC

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
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Merit Financial Group reduced its Nicolet Bankshares (NIC) stake by 0.37% in Q2 2026, selling an estimated $25.8K and leaving 46,857 shares worth $7.75M. The position accounts for 0.05% of the portfolio, ranked #317.

Merit Financial Group first reported a position in NIC in Q4 2022 and has held it in 14 quarters since. 23 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Merit Financial Group held 46,857 shares of Nicolet Bankshares worth $7.75M as of Q2 2026.
  • Merit Financial Group sold 175 Nicolet Bankshares shares in Q2 2026, an estimated $25.8K.
  • Nicolet Bankshares made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #317 holding.
  • Merit Financial Group first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 14 quarters since.
  • 23 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.