Sequoia Financial Advisors’s Nicolet Bankshares NIC Stock Holding History

Sequoia Financial Advisors’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	$1.22M	Buy	7,355 +55	+0.8%	+$8.12K	0.01%	855
2026 Q1	$1.08M	Buy	7,300 +320	+5%	+$46.5K	0.01%	858
2025 Q4	$847K	Sell	6,980 -2	-0%	-$253	﹤0.01%	975
2025 Q3	$939K	Buy	6,982 +2	+0%	+$265	0.01%	809
2025 Q2	$862K	Hold	6,980	–	–	0.01%	751
2025 Q1	$761K	Hold	6,980	–	–	0.01%	718
2024 Q4	$732K	Sell	6,980 -175	-2%	-$18.5K	0.01%	678
2024 Q3	$684K	Sell	7,155 -165	-2%	-$15.4K	0.01%	654
2024 Q2	$608K	Hold	7,320	–	–	0.01%	625
2024 Q1	$629K	Hold	7,320	–	–	0.01%	613
2023 Q4	$589K	Sell	7,320 -531	-7%	-$39.7K	0.01%	688
2023 Q3	$548K	Buy	7,851 +21	+0.3%	+$1.58K	0.01%	493
2023 Q2	$532K	Hold	7,830	–	–	0.01%	507
2023 Q1	$494K	Buy	7,830 +5,005	+177%	+$361K	0.01%	464
2022 Q4	$225K	Buy	+2,825	New	+$220K	0.01%	693

Other funds holding NIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sequoia Financial Advisors's NIC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Nicolet Bankshares (NIC) stake by 0.75% in Q2 2026, buying an estimated $8.12K and bringing the position to 7,355 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #855.

Sequoia Financial Advisors first reported a position in NIC in Q4 2022 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

Sequoia Financial Advisors held 7,355 shares of Nicolet Bankshares worth $1.22M as of Q2 2026.
Sequoia Financial Advisors bought 55 Nicolet Bankshares shares in Q2 2026, an estimated $8.12K.
Nicolet Bankshares made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #855 holding.
Sequoia Financial Advisors first reported a position in Nicolet Bankshares in Q4 2022 and has held it in 15 quarters since.
253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.