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Pinnacle Holdings’s Nicolet Bankshares NIC Stock Holding History

Pinnacle Holdings’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 		– Sell
-117
Closed -$17.4K – 251
2026
Q1 		$17.4K Buy
+117
New +$17K 0.01% 227
2017
Q2 		– Sell
-19,675
Closed -$925K – 210
2017
Q1 		$925K Sell
19,675
-1,377
-7% -$66.3K 0.36% 103
2016
Q4 		$996K Hold
21,052
– – 0.39% 99
2016
Q3 		$795K Sell
21,052
-60
-0.3% -$2.24K 0.31% 112
2016
Q2 		$768K Buy
+21,112
New +$813K 0.33% 111

Other funds holding NIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pinnacle Holdings's NIC Position: Q2 2026 in Review

Pinnacle Holdings sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 117 shares — an estimated $17.4K sold.

Pinnacle Holdings first reported a position in NIC in Q2 2016 and held it in 5 quarters. The position peaked at $996K in Q4 2016. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Pinnacle Holdings reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Holdings sold 117 Nicolet Bankshares shares in Q2 2026, an estimated $17.4K.
  • Pinnacle Holdings first reported a position in Nicolet Bankshares in Q2 2016 and held it in 5 quarters.
  • Pinnacle Holdings's Nicolet Bankshares position peaked at $996K in Q4 2016.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.