Sugar Maple Asset Management
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Sugar Maple Asset Management’s Nicolet Bankshares NIC Stock Holding History

Sugar Maple Asset 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
Q3 		$2.44M Buy
14,974
+517
+4% +$87.8K 1.39% 21
2026
Q2 		$2.39M Buy
14,457
+545
+4% +$80.4K 1.54% 19
2026
Q1 		$2.07M Hold
13,912
– – 1.25% 20
2025
Q4 		$1.69M Buy
13,912
+2,668
+24% +$337K 1.13% 19
2025
Q3 		$1.51M Sell
11,244
-75
-0.7% -$10K 1.08% 20
2025
Q2 		$1.4M Sell
11,319
-85
-0.7% -$9.9K 1.09% 21
2025
Q1 		$1.24M Sell
11,404
-90
-0.8% -$10.1K 0.98% 22
2024
Q4 		$1.21M Hold
11,494
– – 0.92% 23
2024
Q3 		$1.1M Sell
11,494
-517
-4% -$48.3K 0.95% 19
2024
Q2 		$997K Sell
12,011
-100
-0.8% -$8K 0.96% 22
2024
Q1 		$1.04M Buy
+12,111
New +$967K 1% 22

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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Sugar Maple Asset Management's NIC Position: Q3 2026 in Review

Sugar Maple Asset Management increased its Nicolet Bankshares (NIC) stake by 3.6% in Q3 2026, buying an estimated $87.8K and bringing the position to 14,974 shares worth $2.44M. The position accounts for 1.39% of the portfolio, ranked #21.

Sugar Maple Asset Management first reported a position in NIC in Q1 2024 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold NIC as of Q3 2026.

  • Sugar Maple Asset Management held 14,974 shares of Nicolet Bankshares worth $2.44M as of Q3 2026.
  • Sugar Maple Asset Management bought 517 Nicolet Bankshares shares in Q3 2026, an estimated $87.8K.
  • Nicolet Bankshares made up 1.39% of Sugar Maple Asset Management's portfolio in Q3 2026, its #21 holding.
  • Sugar Maple Asset Management first reported a position in Nicolet Bankshares in Q1 2024 and has held it in 11 quarters since.
  • 146 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.