Nicolet Bankshares’s WaFd WAFD Stock Holding History

Nicolet Bankshares’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Buy	8,925 +123	+1%	+$4.33K	0.01%	477
2026 Q1	$276K	Buy	+8,802	New	+$283K	0.01%	473

Other funds holding WAFD

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Nicolet Bankshares's WAFD Position: Q2 2026 in Review

Nicolet Bankshares increased its WaFd (WAFD) stake by 1.4% in Q2 2026, buying an estimated $4.33K and bringing the position to 8,925 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #477.

Nicolet Bankshares first reported a position in WAFD in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.

Nicolet Bankshares held 8,925 shares of WaFd worth $342K as of Q2 2026.
Nicolet Bankshares bought 123 WaFd shares in Q2 2026, an estimated $4.33K.
WaFd made up 0.01% of Nicolet Bankshares's portfolio in Q2 2026, its #477 holding.
Nicolet Bankshares first reported a position in WaFd in Q1 2026 and has held it in 2 quarters since.
290 funds tracked by Wall St. Rank held WaFd as of Q2 2026.

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