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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
Q2 		$43K Buy
260
+161
+163% +$23.8K ﹤0.01% 1386
2026
Q1 		$14.7K Buy
+99
New +$14.4K ﹤0.01% 1839

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 Wealth Planning Services's NIC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Nicolet Bankshares (NIC) stake by 163% in Q2 2026, buying an estimated $23.8K and bringing the position to 260 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Pinnacle Wealth Planning Services first reported a position in NIC in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 260 shares of Nicolet Bankshares worth $43K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 161 Nicolet Bankshares shares in Q2 2026, an estimated $23.8K.
  • Nicolet Bankshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1386 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nicolet Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.