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SHP Wealth Management’s Nicolet Bankshares NIC Stock Holding History

SHP Wealth Management’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 		$331 Buy
+2
New +$295 ﹤0.01% 1814

Other funds holding NIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's NIC Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Nicolet Bankshares (NIC) in Q2 2026: 2 shares worth $331. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings.

253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • SHP Wealth Management held 2 shares of Nicolet Bankshares worth $331 as of Q2 2026.
  • Nicolet Bankshares was a new SHP Wealth Management position in Q2 2026.
  • Nicolet Bankshares made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1814 holding.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.