Merit Financial Group
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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
Q3 		$7.68M Buy
47,124
+267
+0.6% +$45.4K 0.04% 354
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

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

Merit Financial Group's NIC Position: Q3 2026 in Review

Merit Financial Group increased its Nicolet Bankshares (NIC) stake by 0.57% in Q3 2026, buying an estimated $45.4K and bringing the position to 47,124 shares worth $7.68M. The position accounts for 0.04% of the portfolio, ranked #354.

Merit Financial Group first reported a position in NIC in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.75M in Q2 2026. 211 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • Merit Financial Group held 47,124 shares of Nicolet Bankshares worth $7.68M as of Q3 2026.
  • Merit Financial Group bought 267 Nicolet Bankshares shares in Q3 2026, an estimated $45.4K.
  • Nicolet Bankshares made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #354 holding.
  • Merit Financial Group first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 15 quarters since.
  • Merit Financial Group's Nicolet Bankshares position peaked at $7.75M in Q2 2026.
  • 211 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.