Principal Financial Group
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Principal Financial Group’s Nicolet Bankshares NIC Stock Holding History

Principal Financial Group’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 		$4.16M Buy
27,992
+11,242
+67% +$1.63M ﹤0.01% 1679
2025
Q4 		$2.03M Buy
16,750
+5,733
+52% +$725K ﹤0.01% 1837
2025
Q3 		$1.48M Buy
11,017
+1,655
+18% +$220K ﹤0.01% 1862
2025
Q2 		$1.16M Buy
+9,362
New +$1.09M ﹤0.01% 1865
2024
Q3 		– Sell
-6,167
Closed -$512K – 2347
2024
Q2 		$512K Buy
6,167
+555
+10% +$44.4K ﹤0.01% 1947
2024
Q1 		$483K Buy
+5,612
New +$448K ﹤0.01% 1990
2020
Q4 		– Sell
-6,382
Closed -$349K – 2443
2020
Q3 		$349K Buy
+6,382
New +$363K ﹤0.01% 2097
2020
Q1 		– Sell
-3,490
Closed -$258K – 2233
2019
Q4 		$258K Buy
+3,490
New +$246K ﹤0.01% 2081

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

Principal Financial Group's NIC Position: Q1 2026 in Review

Principal Financial Group increased its Nicolet Bankshares (NIC) stake by 67% in Q1 2026, buying an estimated $1.63M and bringing the position to 27,992 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Principal Financial Group first reported a position in NIC in Q4 2019 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Principal Financial Group held 27,992 shares of Nicolet Bankshares worth $4.16M as of Q1 2026.
  • Principal Financial Group bought 11,242 Nicolet Bankshares shares in Q1 2026, an estimated $1.63M.
  • Nicolet Bankshares made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1679 holding.
  • Principal Financial Group first reported a position in Nicolet Bankshares in Q4 2019 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.