Nicolet Bankshares’s S&P Global SPGI Stock Holding History

Nicolet Bankshares’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy	567 +72	+15%	+$33.4K	0.01%	500
2025 Q4	$259K	Hold	495	–	–	0.04%	195
2025 Q3	$241K	Hold	495	–	–	0.04%	198
2025 Q2	$261K	Hold	495	–	–	0.05%	189
2025 Q1	$252K	Hold	495	–	–	0.05%	183
2024 Q4	$247K	Buy	495 +42	+9%	+$21.3K	0.06%	175
2024 Q3	$234K	Hold	453	–	–	0.06%	189
2024 Q2	$202K	Buy	+453	New	+$194K	0.05%	207
2022 Q2	–	Sell	-543	Closed	-$223K	–	216
2022 Q1	$223K	Buy	+543	New	+$221K	0.05%	197

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nicolet Bankshares's SPGI Position: Q1 2026 in Review

Nicolet Bankshares increased its S&P Global (SPGI) stake by 15% in Q1 2026, buying an estimated $33.4K and bringing the position to 567 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #500.

Nicolet Bankshares first reported a position in SPGI in Q1 2022 and has held it in 9 quarters since. The position peaked at $261K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Nicolet Bankshares held 567 shares of S&P Global worth $241K as of Q1 2026.
Nicolet Bankshares bought 72 S&P Global shares in Q1 2026, an estimated $33.4K.
S&P Global made up 0.01% of Nicolet Bankshares's portfolio in Q1 2026, its #500 holding.
Nicolet Bankshares first reported a position in S&P Global in Q1 2022 and has held it in 9 quarters since.
Nicolet Bankshares's S&P Global position peaked at $261K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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