Wealthspire Advisors (New York)’s Nicolet Bankshares NIC Stock Holding History

Wealthspire Advisors (New York)’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	-975	Closed	-$131K	–	2225
2025 Q3	$131K	Buy	+975	New	+$129K	﹤0.01%	923
2021 Q3	–	Sell	-4,205	Closed	-$296K	–	592
2021 Q2	$296K	Hold	4,205	–	–	0.01%	296
2021 Q1	$351K	Hold	4,205	–	–	0.01%	507
2020 Q4	$279K	Buy	+4,205	New	+$274K	0.01%	458
2020 Q2	–	Sell	-4,639	Closed	-$253K	–	445
2020 Q1	$253K	Buy	+4,639	New	+$312K	0.01%	429

Other funds holding NIC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s NIC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nicolet Bankshares (NIC) in Q4 2025, closing a stake of 975 shares — an estimated $131K sold.

Wealthspire Advisors (New York) first reported a position in NIC in Q1 2020 and held it in 5 quarters. The position peaked at $351K in Q1 2021. 195 funds tracked by Wall St. Rank hold NIC as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Nicolet Bankshares position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 975 Nicolet Bankshares shares in Q4 2025, an estimated $131K.
Wealthspire Advisors (New York) first reported a position in Nicolet Bankshares in Q1 2020 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Nicolet Bankshares position peaked at $351K in Q1 2021.
195 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.