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Stephens Consulting’s Nicolet Bankshares NIC Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-5
Closed -$545 – 1707
2025
Q1 		$545 Buy
+5
New +$562 ﹤0.01% 907

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Stephens Consulting's NIC Position: Q2 2025 in Review

Stephens Consulting sold out of Nicolet Bankshares (NIC) in Q2 2025, closing a stake of 5 shares — an estimated $545 sold.

Stephens Consulting first reported a position in NIC in Q1 2025 and held it in 1 quarter. The position peaked at $545 in Q1 2025. 163 funds tracked by Wall St. Rank hold NIC as of Q2 2025.

  • Stephens Consulting reported no remaining Nicolet Bankshares position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Nicolet Bankshares shares in Q2 2025, an estimated $545.
  • Stephens Consulting first reported a position in Nicolet Bankshares in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Nicolet Bankshares position peaked at $545 in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.