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Vest Financial’s Nicolet Bankshares NIC Stock Holding History

Vest Financial’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
-12,890
Closed -$1.92M – 440
2026
Q1 		$1.92M Sell
12,890
-10,084
-44% -$1.46M 0.02% 325
2025
Q4 		$2.79M Sell
22,974
-9,588
-29% -$1.21M 0.04% 293
2025
Q3 		$4.38M Buy
32,562
+4,827
+17% +$641K 0.06% 211
2025
Q2 		$3.42M Buy
27,735
+12,666
+84% +$1.48M 0.05% 222
2025
Q1 		$1.64M Buy
+15,069
New +$1.69M 0.03% 264

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

Vest Financial's NIC Position: Q2 2026 in Review

Vest Financial sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 12,890 shares — an estimated $1.92M sold.

Vest Financial first reported a position in NIC in Q1 2025 and held it in 5 quarters. The position peaked at $4.38M in Q3 2025. 254 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Vest Financial reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
  • Vest Financial sold 12,890 Nicolet Bankshares shares in Q2 2026, an estimated $1.92M.
  • Vest Financial first reported a position in Nicolet Bankshares in Q1 2025 and held it in 5 quarters.
  • Vest Financial's Nicolet Bankshares position peaked at $4.38M in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.