RWML
NIC icon

RAFFA WEALTH MANAGEMENT, LLC’s Nicolet Bankshares NIC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-7
Closed -$1.04K – 1652
2026
Q1 		$1.04K Buy
+7
New +$1.02K ﹤0.01% 934

Other funds holding NIC

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $155M AUM 17.72% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NIC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 7 shares — an estimated $1.04K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NIC in Q1 2026 and held it in 1 quarter. The position peaked at $1.04K in Q1 2026. 50 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 7 Nicolet Bankshares shares in Q2 2026, an estimated $1.04K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Nicolet Bankshares in Q1 2026 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Nicolet Bankshares position peaked at $1.04K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.