UMB Bank’s Nicolet Bankshares NIC Stock Holding History

UMB Bank’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	$145K	Buy	878 +38	+5%	+$5.61K	﹤0.01%	875
2026 Q1	$125K	Hold	840	–	–	﹤0.01%	877
2025 Q4	$102K	Buy	+840	New	+$106K	﹤0.01%	944

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

UMB Bank's NIC Position: Q2 2026 in Review

UMB Bank increased its Nicolet Bankshares (NIC) stake by 4.5% in Q2 2026, buying an estimated $5.61K and bringing the position to 878 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

UMB Bank first reported a position in NIC in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

UMB Bank held 878 shares of Nicolet Bankshares worth $145K as of Q2 2026.
UMB Bank bought 38 Nicolet Bankshares shares in Q2 2026, an estimated $5.61K.
Nicolet Bankshares made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #875 holding.
UMB Bank first reported a position in Nicolet Bankshares in Q4 2025 and has held it in 3 quarters since.
254 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.