SignatureFD
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SignatureFD’s Nicolet Bankshares NIC Stock Holding History

SignatureFD’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 		$130K Sell
799
-20
-2% -$3.4K ﹤0.01% 1405
2026
Q2 		$135K Sell
819
-144
-15% -$21.3K ﹤0.01% 1285
2026
Q1 		$143K Buy
963
+827
+608% +$120K ﹤0.01% 1176
2025
Q4 		$16.5K Buy
136
+113
+491% +$14.3K ﹤0.01% 2205
2025
Q3 		$3.09K Buy
23
+12
+109% +$1.59K ﹤0.01% 2824
2025
Q2 		$1.36K Buy
11
+5
+83% +$584 ﹤0.01% 2956
2025
Q1 		$654 Hold
6
– – ﹤0.01% 3131
2024
Q4 		$629 Hold
6
– – ﹤0.01% 3111
2024
Q3 		$574 Hold
6
– – ﹤0.01% 3079
2024
Q2 		$498 Hold
6
– – ﹤0.01% 2986
2024
Q1 		$516 Hold
6
– – ﹤0.01% 3025
2023
Q4 		$483 Sell
6
-11
-65% -$823 ﹤0.01% 2976
2023
Q3 		$1.19K Hold
17
– – ﹤0.01% 2904
2023
Q2 		$1.15K Sell
17
-373
-96% -$23.6K ﹤0.01% 2936
2023
Q1 		$24.6K Buy
390
+239
+158% +$17.3K ﹤0.01% 1750
2022
Q4 		$12K Hold
151
– – ﹤0.01% 2058
2022
Q3 		$11K Buy
151
+2
+1% +$154 ﹤0.01% 2040
2022
Q2 		$11K Buy
149
+1
+0.7% +$81 ﹤0.01% 2075
2022
Q1 		$14K Sell
148
-37
-20% -$3.45K ﹤0.01% 2008
2021
Q4 		$16K Buy
185
+37
+25% +$2.82K ﹤0.01% 1888
2021
Q3 		$11K Sell
148
-49
-25% -$3.58K ﹤0.01% 2022
2021
Q2 		$14K Buy
197
+26
+15% +$2.03K ﹤0.01% 1866
2021
Q1 		$14K Hold
171
– – ﹤0.01% 1712
2020
Q4 		$11K Buy
171
+23
+16% +$1.5K ﹤0.01% 1666
2020
Q3 		$8K Buy
+148
New +$8.43K ﹤0.01% 1732
2020
Q2 		– Sell
-32
Closed -$2K – 2608
2020
Q1 		$2K Buy
32
+1
+3% +$67 ﹤0.01% 1976
2019
Q4 		$2K Hold
31
– – ﹤0.01% 1899
2019
Q3 		$2K Hold
31
– – ﹤0.01% 1830
2019
Q2 		$2K Buy
+31
New +$1.87K ﹤0.01% 1771

Other funds holding NIC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

SignatureFD's NIC Position: Q3 2026 in Review

SignatureFD reduced its Nicolet Bankshares (NIC) stake by 2.4% in Q3 2026, selling an estimated $3.4K and leaving 799 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

SignatureFD first reported a position in NIC in Q2 2019 and has held it in 29 quarters since. The position peaked at $143K in Q1 2026. 108 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • SignatureFD held 799 shares of Nicolet Bankshares worth $130K as of Q3 2026.
  • SignatureFD sold 20 Nicolet Bankshares shares in Q3 2026, an estimated $3.4K.
  • Nicolet Bankshares made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1405 holding.
  • SignatureFD first reported a position in Nicolet Bankshares in Q2 2019 and has held it in 29 quarters since.
  • SignatureFD's Nicolet Bankshares position peaked at $143K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.