Nicolet Bankshares’s UMB Financial UMBF Stock Holding History

Nicolet Bankshares’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.99M	Hold	55,956	–	–	0.25%	70
2026 Q1	$6.31M	Buy	+55,956	New	+$6.73M	0.23%	80

Other funds holding UMBF

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Nicolet Bankshares's UMBF Position: Q2 2026 in Review

Nicolet Bankshares held its UMB Financial (UMBF) position steady in Q2 2026 at 55,956 shares worth $7.99M. The position accounts for 0.25% of the portfolio, ranked #70.

Nicolet Bankshares first reported a position in UMBF in Q1 2026 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Nicolet Bankshares held 55,956 shares of UMB Financial worth $7.99M as of Q2 2026.
Nicolet Bankshares left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.25% of Nicolet Bankshares's portfolio in Q2 2026, its #70 holding.
Nicolet Bankshares first reported a position in UMB Financial in Q1 2026 and has held it in 2 quarters since.
481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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