Root Financial Partners’s Nicolet Bankshares NIC Stock Holding History

Root Financial Partners’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 Q3	$5.38K	Buy	+33	New	+$5.61K	﹤0.01%	2198

Other funds holding NIC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Root Financial Partners's NIC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nicolet Bankshares (NIC) in Q3 2026: 33 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #2198 among its holdings.

211 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

Root Financial Partners held 33 shares of Nicolet Bankshares worth $5.38K as of Q3 2026.
Nicolet Bankshares was a new Root Financial Partners position in Q3 2026.
Nicolet Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2198 holding.
211 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.