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Private Wealth Asset Management’s Nicolet Bankshares NIC Stock Holding History

Private Wealth Asset Management’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 		$15.7K Hold
95
– – ﹤0.01% 617
2026
Q1 		$14.1K Buy
+95
New +$13.8K ﹤0.01% 629

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

Private Wealth Asset Management's NIC Position: Q2 2026 in Review

Private Wealth Asset Management held its Nicolet Bankshares (NIC) position steady in Q2 2026 at 95 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Private Wealth Asset Management 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.

  • Private Wealth Asset Management held 95 shares of Nicolet Bankshares worth $15.7K as of Q2 2026.
  • Private Wealth Asset Management left its Nicolet Bankshares share count unchanged in Q2 2026.
  • Nicolet Bankshares made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #617 holding.
  • Private Wealth Asset Management 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.