Physician Wealth Advisors’s Nicolet Bankshares NIC Stock Holding History

Physician Wealth Advisors’s Portfolio NIC Stock Details NIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32K	Hold	8	–	–	﹤0.01%	1699
2026 Q1	$1.19K	Buy	8 +4	+100%	+$581	﹤0.01%	1580
2025 Q4	$486	Buy	+4	New	+$506	﹤0.01%	1900

Other funds holding NIC

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's NIC Position: Q2 2026 in Review

Physician Wealth Advisors held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 8 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Physician Wealth Advisors first reported a position in NIC in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Physician Wealth Advisors held 8 shares of Nicolet Bankshares worth $1.32K as of Q2 2026.
Physician Wealth Advisors left its Nicolet Bankshares share count unchanged in Q2 2026.
Nicolet Bankshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1699 holding.
Physician Wealth Advisors first reported a position in Nicolet Bankshares in Q4 2025 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.