Steward Partners Investment Advisory’s Nicolet Bankshares NIC Stock Holding History

Steward Partners Investment Advisory’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	$35.4K	Buy	+214	New	+$31.6K	﹤0.01%	3142

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's NIC Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Nicolet Bankshares (NIC) in Q2 2026: 214 shares worth $35.4K. The stake represents ﹤0.01% of the portfolio and ranks #3142 among its holdings.

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

Steward Partners Investment Advisory held 214 shares of Nicolet Bankshares worth $35.4K as of Q2 2026.
Nicolet Bankshares was a new Steward Partners Investment Advisory position in Q2 2026.
Nicolet Bankshares made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3142 holding.
185 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.