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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's NIC Position: Q1 2026 in Review

Raymond James Financial increased its Nicolet Bankshares (NIC) stake by 12% in Q1 2026, buying an estimated $239K and bringing the position to 15,822 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Raymond James Financial first reported a position in NIC in Q2 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Raymond James Financial held 15,822 shares of Nicolet Bankshares worth $2.35M as of Q1 2026.
  • Raymond James Financial bought 1,648 Nicolet Bankshares shares in Q1 2026, an estimated $239K.
  • Nicolet Bankshares made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3226 holding.
  • Raymond James Financial first reported a position in Nicolet Bankshares in Q2 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.