Nicolet Bankshares’s Equifax EFX Stock Holding History

Nicolet Bankshares’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	1,284 +21	+2%	+$3.58K	0.01%	598
2026 Q1	$227K	Buy	1,263 +3	+0.2%	+$596	0.01%	521
2025 Q4	$273K	Hold	1,260	–	–	0.04%	190
2025 Q3	$323K	Sell	1,260 -30	-2%	-$7.54K	0.05%	181
2025 Q2	$335K	Hold	1,290	–	–	0.06%	176
2025 Q1	$314K	Hold	1,290	–	–	0.06%	163
2024 Q4	$329K	Sell	1,290 -235	-15%	-$63K	0.08%	162
2024 Q3	$448K	Sell	1,525 -409	-21%	-$115K	0.11%	139
2024 Q2	$469K	Sell	1,934 -57	-3%	-$13.6K	0.12%	130
2024 Q1	$533K	Hold	1,991	–	–	0.13%	127
2023 Q4	$492K	Sell	1,991 -27	-1%	-$5.48K	0.13%	127
2023 Q3	$370K	Hold	2,018	–	–	0.11%	137
2023 Q2	$475K	Sell	2,018 -5	-0.2%	-$1.05K	0.13%	121
2023 Q1	$410K	Hold	2,023	–	–	0.13%	123
2022 Q4	$393K	Hold	2,023	–	–	0.14%	123
2022 Q3	$347K	Sell	2,023 -10	-0.5%	-$1.96K	0.1%	130
2022 Q2	$372K	Hold	2,033	–	–	0.1%	135
2022 Q1	$482K	Sell	2,033 -50	-2%	-$11.8K	0.1%	124
2021 Q4	$610K	Sell	2,083 -605	-23%	-$168K	0.13%	107
2021 Q3	$681K	Sell	2,688 -5	-0.2%	-$1.3K	0.18%	97
2021 Q2	$645K	Hold	2,693	–	–	0.17%	102
2021 Q1	$488K	Sell	2,693 -257	-9%	-$45.4K	0.13%	122
2020 Q4	$569K	Sell	2,950 -70	-2%	-$11.8K	0.18%	97
2020 Q3	$474K	Sell	3,020 -15	-0.5%	-$2.46K	0.16%	104
2020 Q2	$522K	Hold	3,035	–	–	0.2%	90
2020 Q1	$363K	Sell	3,035 -125	-4%	-$18.2K	0.16%	110
2019 Q4	$443K	Sell	3,160 -105	-3%	-$14.5K	0.16%	116
2019 Q3	$459K	Sell	3,265 -30	-0.9%	-$4.23K	0.18%	110
2019 Q2	$446K	Hold	3,295	–	–	0.19%	107
2019 Q1	$390K	Hold	3,295	–	–	0.16%	120
2018 Q4	$307K	Buy	3,295 +25	+0.8%	+$2.66K	0.15%	127
2018 Q3	$427K	Sell	3,270 -215	-6%	-$28K	0.17%	113
2018 Q2	$436K	Hold	3,485	–	–	0.18%	104
2018 Q1	$411K	Hold	3,485	–	–	0.17%	116
2017 Q4	$411K	Hold	3,485	–	–	0.18%	116
2017 Q3	$369K	Sell	3,485 -160	-4%	-$21.2K	0.16%	123
2017 Q2	$501K	Sell	3,645 -115	-3%	-$15.8K	0.24%	87
2017 Q1	$514K	Sell	3,760 -100	-3%	-$12.7K	0.27%	73
2016 Q4	$456K	Sell	3,860 -150	-4%	-$18.3K	0.25%	81
2016 Q3	$540K	Sell	4,010 -753	-16%	-$99.8K	0.31%	65
2016 Q2	$612K	Sell	4,763 -220	-4%	-$26.6K	0.4%	46
2016 Q1	$570K	Hold	4,983	–	–	0.41%	48
2015 Q4	$527K	Buy	+4,983	New	+$538K	0.52%	47

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Nicolet Bankshares's EFX Position: Q2 2026 in Review

Nicolet Bankshares increased its Equifax (EFX) stake by 1.7% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,284 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #598.

Nicolet Bankshares first reported a position in EFX in Q4 2015 and has held it in 43 quarters since. The position peaked at $681K in Q3 2021. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Nicolet Bankshares held 1,284 shares of Equifax worth $204K as of Q2 2026.
Nicolet Bankshares bought 21 Equifax shares in Q2 2026, an estimated $3.58K.
Equifax made up 0.01% of Nicolet Bankshares's portfolio in Q2 2026, its #598 holding.
Nicolet Bankshares first reported a position in Equifax in Q4 2015 and has held it in 43 quarters since.
Nicolet Bankshares's Equifax position peaked at $681K in Q3 2021.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.