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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vest Financial's NIC Position: Q1 2026 in Review

Vest Financial reduced its Nicolet Bankshares (NIC) stake by 44% in Q1 2026, selling an estimated $1.46M and leaving 12,890 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #325.

Vest Financial first reported a position in NIC in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.38M in Q3 2025. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

  • Vest Financial held 12,890 shares of Nicolet Bankshares worth $1.92M as of Q1 2026.
  • Vest Financial sold 10,084 Nicolet Bankshares shares in Q1 2026, an estimated $1.46M.
  • Nicolet Bankshares made up 0.02% of Vest Financial's portfolio in Q1 2026, its #325 holding.
  • Vest Financial first reported a position in Nicolet Bankshares in Q1 2025 and has held it in 5 quarters since.
  • Vest Financial's Nicolet Bankshares position peaked at $4.38M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.