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Sunbelt Securities’s Nicolet Bankshares NIC Stock Holding History

Sunbelt Securities’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 		$149 Sell
1
-2
-67% -$290 ﹤0.01% 2568
2025
Q4 		$364 Hold
3
– – ﹤0.01% 2304
2025
Q3 		$404 Buy
+3
New +$398 ﹤0.01% 2278

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

Sunbelt Securities's NIC Position: Q1 2026 in Review

Sunbelt Securities reduced its Nicolet Bankshares (NIC) stake by 67% in Q1 2026, selling an estimated $290 and leaving 1 share worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Sunbelt Securities first reported a position in NIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $404 in Q3 2025. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Sunbelt Securities held 1 share of Nicolet Bankshares worth $149 as of Q1 2026.
  • Sunbelt Securities sold 2 Nicolet Bankshares shares in Q1 2026, an estimated $290.
  • Nicolet Bankshares made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2568 holding.
  • Sunbelt Securities first reported a position in Nicolet Bankshares in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Nicolet Bankshares position peaked at $404 in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.