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
Q2 		$20.6M Buy
124,379
+96,387
+344% +$14.2M 0.01% 966
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Principal Financial Group's NIC Position: Q2 2026 in Review

Principal Financial Group increased its Nicolet Bankshares (NIC) stake by 344% in Q2 2026, buying an estimated $14.2M and bringing the position to 124,379 shares worth $20.6M. The position accounts for 0.01% of the portfolio, ranked #966.

Principal Financial Group first reported a position in NIC in Q4 2019 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Principal Financial Group held 124,379 shares of Nicolet Bankshares worth $20.6M as of Q2 2026.
  • Principal Financial Group bought 96,387 Nicolet Bankshares shares in Q2 2026, an estimated $14.2M.
  • Nicolet Bankshares made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #966 holding.
  • Principal Financial Group first reported a position in Nicolet Bankshares in Q4 2019 and has held it in 9 quarters since.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.