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Twin Peaks Wealth Advisors’s Nicolet Bankshares NIC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-2
Closed -$297 – 1495
2026
Q1 		$297 Buy
+2
New +$290 ﹤0.01% 2109
2025
Q3 		– Sell
-2
Closed -$265 – 1421
2025
Q2 		$265 Buy
+2
New +$234 ﹤0.01% 2008

Other funds holding NIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Twin Peaks Wealth Advisors's NIC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 2 shares — an estimated $297 sold.

Twin Peaks Wealth Advisors first reported a position in NIC in Q2 2025 and held it in 2 quarters. The position peaked at $297 in Q1 2026. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 Nicolet Bankshares shares in Q2 2026, an estimated $297.
  • Twin Peaks Wealth Advisors first reported a position in Nicolet Bankshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Nicolet Bankshares position peaked at $297 in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.