R Squared’s Nicolet Bankshares NIC Stock Holding History

R Squared’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
2025 Q1	–	Sell	-50	Closed	-$5.25K	–	1062
2024 Q4	$5.25K	Buy	+50	New	+$5.28K	0.01%	1306

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

R Squared's NIC Position: Q1 2025 in Review

R Squared sold out of Nicolet Bankshares (NIC) in Q1 2025, closing a stake of 50 shares — an estimated $5.25K sold.

R Squared first reported a position in NIC in Q4 2024 and held it in 1 quarter. The position peaked at $5.25K in Q4 2024. 157 funds tracked by Wall St. Rank hold NIC as of Q1 2025.

R Squared reported no remaining Nicolet Bankshares position as of Q1 2025 after selling out during the quarter.
R Squared sold 50 Nicolet Bankshares shares in Q1 2025, an estimated $5.25K.
R Squared first reported a position in Nicolet Bankshares in Q4 2024 and held it in 1 quarter.
R Squared's Nicolet Bankshares position peaked at $5.25K in Q4 2024.
157 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.