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Pinnacle Wealth Planning Services’s Nicolet Bankshares NIC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$14.7K Buy
+99
New +$14.4K ﹤0.01% 1839

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's NIC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Nicolet Bankshares (NIC) in Q1 2026: 99 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings.

238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 99 shares of Nicolet Bankshares worth $14.7K as of Q1 2026.
  • Nicolet Bankshares was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • Nicolet Bankshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1839 holding.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.