VWM
NIC icon

Verus Wealth Management’s Nicolet Bankshares NIC Stock Holding History

Verus Wealth 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
2025
Q4 		– Sell
-5,250
Closed -$706K – 55
2025
Q3 		$706K Hold
5,250
– – 0.66% 31
2025
Q2 		$648K Hold
5,250
– – 0.65% 32
2025
Q1 		$572K Hold
5,250
– – 0.63% 32
2024
Q4 		$551K Buy
+5,250
New +$555K 0.62% 31

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Verus Wealth Management's NIC Position: Q4 2025 in Review

Verus Wealth Management sold out of Nicolet Bankshares (NIC) in Q4 2025, closing a stake of 5,250 shares — an estimated $706K sold.

Verus Wealth Management first reported a position in NIC in Q4 2024 and held it in 4 quarters. The position peaked at $706K in Q3 2025. 195 funds tracked by Wall St. Rank hold NIC as of Q4 2025.

  • Verus Wealth Management reported no remaining Nicolet Bankshares position as of Q4 2025 after selling out during the quarter.
  • Verus Wealth Management sold 5,250 Nicolet Bankshares shares in Q4 2025, an estimated $706K.
  • Verus Wealth Management first reported a position in Nicolet Bankshares in Q4 2024 and held it in 4 quarters.
  • Verus Wealth Management's Nicolet Bankshares position peaked at $706K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q4 2025.

Based on Verus Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.