Nicolet Bankshares’s Affiliated Managers Group AMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$223K Buy
807
+4
+0.5% +$1.21K 0.01% 525
2025
Q4
$231K Buy
+803
New +$208K 0.04% 210
2024
Q3
Sell
-1,688
Closed -$264K 207
2024
Q2
$264K Sell
1,688
-110
-6% -$17.5K 0.07% 185
2024
Q1
$301K Hold
1,798
0.07% 179
2023
Q4
$272K Hold
1,798
0.07% 180
2023
Q3
$234K Buy
1,798
+30
+2% +$4.2K 0.07% 172
2023
Q2
$265K Sell
1,768
-15
-0.8% -$2.15K 0.08% 174
2023
Q1
$254K Sell
1,783
-23
-1% -$3.63K 0.08% 173
2022
Q4
$286K Sell
1,806
-27
-1% -$3.82K 0.1% 153
2022
Q3
$205K Buy
1,833
+10
+0.5% +$1.25K 0.06% 177
2022
Q2
$213K Sell
1,823
-40
-2% -$5.15K 0.06% 189
2022
Q1
$263K Sell
1,863
-42
-2% -$6.03K 0.06% 182
2021
Q4
$313K Sell
1,905
-250
-12% -$41.9K 0.07% 163
2021
Q3
$326K Sell
2,155
-42
-2% -$6.88K 0.08% 156
2021
Q2
$339K Sell
2,197
-21
-0.9% -$3.35K 0.09% 157
2021
Q1
$331K Sell
2,218
-145
-6% -$19K 0.09% 160
2020
Q4
$240K Buy
+2,363
New +$204K 0.07% 171
2020
Q1
Sell
-2,782
Closed -$236K 168
2019
Q4
$236K Sell
2,782
-130
-4% -$10.7K 0.09% 161
2019
Q3
$243K Sell
2,912
-67
-2% -$5.6K 0.1% 158
2019
Q2
$274K Buy
2,979
+91
+3% +$8.93K 0.11% 147
2019
Q1
$309K Buy
2,888
+20
+0.7% +$2.13K 0.13% 138
2018
Q4
$279K Sell
2,868
-17
-0.6% -$1.92K 0.13% 139
2018
Q3
$394K Sell
2,885
-117
-4% -$17.3K 0.16% 119
2018
Q2
$446K Sell
3,002
-45
-1% -$7.42K 0.19% 101
2018
Q1
$578K Sell
3,047
-25
-0.8% -$4.87K 0.25% 78
2017
Q4
$631K Sell
3,072
-15
-0.5% -$2.91K 0.27% 78
2017
Q3
$586K Sell
3,087
-12
-0.4% -$2.13K 0.26% 79
2017
Q2
$514K Buy
3,099
+25
+0.8% +$3.99K 0.24% 82
2017
Q1
$504K Sell
3,074
-82
-3% -$13K 0.26% 74
2016
Q4
$459K Sell
3,156
-55
-2% -$7.99K 0.25% 79
2016
Q3
$465K Sell
3,211
-68
-2% -$9.73K 0.27% 78
2016
Q2
$462K Buy
3,279
+5
+0.2% +$818 0.3% 69
2016
Q1
$532K Buy
3,274
+710
+28% +$99K 0.38% 52
2015
Q4
$344K Buy
+2,564
New +$441K 0.34% 76

Other funds holding AMG

Nicolet Bankshares's AMG Position: Q1 2026 in Review

Nicolet Bankshares increased its Affiliated Managers Group (AMG) stake by 0.5% in Q1 2026, buying an estimated $1.21K and bringing the position to 807 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #525.

Nicolet Bankshares first reported a position in AMG in Q4 2015 and has held it in 34 quarters since. The position peaked at $631K in Q4 2017. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Nicolet Bankshares held 807 shares of Affiliated Managers Group worth $223K as of Q1 2026.
  • Nicolet Bankshares bought 4 Affiliated Managers Group shares in Q1 2026, an estimated $1.21K.
  • Affiliated Managers Group made up 0.01% of Nicolet Bankshares's portfolio in Q1 2026, its #525 holding.
  • Nicolet Bankshares first reported a position in Affiliated Managers Group in Q4 2015 and has held it in 34 quarters since.
  • Nicolet Bankshares's Affiliated Managers Group position peaked at $631K in Q4 2017.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.