Raymond James Financial
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Raymond James Financial’s Nicolet Bankshares NIC Stock Holding History

Raymond James Financial’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 		$211K Sell
1,273
-14,549
-92% -$2.15M ﹤0.01% 5020
2026
Q1 		$2.35M Buy
15,822
+1,648
+12% +$239K ﹤0.01% 3226
2025
Q4 		$1.72M Buy
+14,174
New +$1.79M ﹤0.01% 3391
2025
Q3 		– Sell
-1,079
Closed -$133K – 6104
2025
Q2 		$133K Buy
+1,079
New +$126K ﹤0.01% 4719

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

Raymond James Financial's NIC Position: Q2 2026 in Review

Raymond James Financial reduced its Nicolet Bankshares (NIC) stake by 92% in Q2 2026, selling an estimated $2.15M and leaving 1,273 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #5020.

Raymond James Financial first reported a position in NIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.35M in Q1 2026. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Raymond James Financial held 1,273 shares of Nicolet Bankshares worth $211K as of Q2 2026.
  • Raymond James Financial sold 14,549 Nicolet Bankshares shares in Q2 2026, an estimated $2.15M.
  • Nicolet Bankshares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5020 holding.
  • Raymond James Financial first reported a position in Nicolet Bankshares in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Nicolet Bankshares position peaked at $2.35M in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.