Stifel Financial
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Stifel Financial’s Nicolet Bankshares NIC Stock Holding History

Stifel Financial’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
Q1 		$2.86M Buy
+19,231
New +$2.79M ﹤0.01% 1700
2025
Q4 		– Sell
-15,791
Closed -$2.12M – 3656
2025
Q3 		$2.12M Sell
15,791
-95
-0.6% -$12.6K ﹤0.01% 1866
2025
Q2 		$1.96M Sell
15,886
-9
-0.1% -$1.05K ﹤0.01% 1859
2025
Q1 		$1.73M Buy
15,895
+50
+0.3% +$5.62K ﹤0.01% 1864
2024
Q4 		$1.66M Sell
15,845
-1
-0% -$106 ﹤0.01% 1910
2024
Q3 		$1.52M Sell
15,846
-164
-1% -$15.3K ﹤0.01% 1955
2024
Q2 		$1.33M Sell
16,010
-19
-0.1% -$1.52K ﹤0.01% 1986
2024
Q1 		$1.38M Sell
16,029
-14
-0.1% -$1.12K ﹤0.01% 1992
2023
Q4 		$1.29M Buy
16,043
+155
+1% +$11.6K ﹤0.01% 1981
2023
Q3 		$1.11M Buy
15,888
+141
+0.9% +$10.6K ﹤0.01% 1987
2023
Q2 		$1.07M Buy
15,747
+18
+0.1% +$1.14K ﹤0.01% 2046
2023
Q1 		$992K Sell
15,729
-93
-0.6% -$6.71K ﹤0.01% 2067
2022
Q4 		$1.26M Buy
15,822
+20
+0.1% +$1.56K ﹤0.01% 1827
2022
Q3 		$1.11M Buy
15,802
+70
+0.4% +$5.4K ﹤0.01% 1896
2022
Q2 		$1.14M Sell
15,732
-7
-0% -$566 ﹤0.01% 1903
2022
Q1 		$1.47M Sell
15,739
-329
-2% -$30.7K ﹤0.01% 1854
2021
Q4 		$1.38M Buy
16,068
+227
+1% +$17.3K ﹤0.01% 1883
2021
Q3 		$1.18M Buy
15,841
+841
+6% +$61.4K ﹤0.01% 1961
2021
Q2 		$1.05M Sell
15,000
-203
-1% -$15.8K ﹤0.01% 2052
2021
Q1 		$1.27M Sell
15,203
-1,254
-8% -$95.5K ﹤0.01% 1844
2020
Q4 		$1.09M Sell
16,457
-1,830
-10% -$119K ﹤0.01% 1781
2020
Q3 		$999K Hold
18,287
– – ﹤0.01% 1631
2020
Q2 		$1M Hold
18,287
– – ﹤0.01% 1557
2020
Q1 		$998K Hold
18,287
– – ﹤0.01% 1439
2019
Q4 		$1.35M Hold
18,287
– – ﹤0.01% 1616
2019
Q3 		$1.22M Hold
18,287
– – ﹤0.01% 1629
2019
Q2 		$1.14M Buy
+18,287
New +$1.11M ﹤0.01% 1720

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's NIC Position: Q1 2026 in Review

Stifel Financial opened a new position in Nicolet Bankshares (NIC) in Q1 2026: 19,231 shares worth $2.86M. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings. This is a return to the name: Stifel Financial previously reported a position in NIC as recently as Q3 2025.

Stifel Financial first reported a position in NIC in Q2 2019 and has held it in 27 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Stifel Financial held 19,231 shares of Nicolet Bankshares worth $2.86M as of Q1 2026.
  • Nicolet Bankshares was a new Stifel Financial position in Q1 2026.
  • Nicolet Bankshares made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1700 holding.
  • Stifel Financial first reported a position in Nicolet Bankshares in Q2 2019 and has held it in 27 quarters since.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.