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 Q1	$125K	Hold	840	–	–	﹤0.01%	877
2025 Q4	$102K	Buy	+840	New	+$106K	﹤0.01%	944

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UMB Bank's NIC Position: Q1 2026 in Review

UMB Bank held its Nicolet Bankshares (NIC) position steady in Q1 2026 at 840 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

UMB Bank first reported a position in NIC in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

UMB Bank held 840 shares of Nicolet Bankshares worth $125K as of Q1 2026.
UMB Bank left its Nicolet Bankshares share count unchanged in Q1 2026.
Nicolet Bankshares made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #877 holding.
UMB Bank first reported a position in Nicolet Bankshares in Q4 2025 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.