Wellington Management Group
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Wellington Management Group’s Nicolet Bankshares NIC Stock Holding History

Wellington Management Group’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
-94,723
Closed -$14.1M – 2025
2026
Q1 		$14.1M Buy
+94,723
New +$13.8M ﹤0.01% 1149
2018
Q2 		– Sell
-59,110
Closed -$3.25M – 2294
2018
Q1 		$3.25M Sell
59,110
-218,975
-79% -$12M ﹤0.01% 1610
2017
Q4 		$15.2M Sell
278,085
-71,555
-20% -$4.13M ﹤0.01% 1147
2017
Q3 		$20.1M Sell
349,640
-4,451
-1% -$244K ﹤0.01% 1051
2017
Q2 		$19.4M Buy
354,091
+179,209
+102% +$9.02M ﹤0.01% 1034
2017
Q1 		$8.28M Buy
174,882
+156,733
+864% +$7.55M ﹤0.01% 1292
2016
Q4 		$866K Buy
+18,149
New +$760K ﹤0.01% 1892

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

Wellington Management Group's NIC Position: Q2 2026 in Review

Wellington Management Group sold out of Nicolet Bankshares (NIC) in Q2 2026, closing a stake of 94,723 shares — an estimated $14.1M sold.

Wellington Management Group first reported a position in NIC in Q4 2016 and held it in 7 quarters. The position peaked at $20.1M in Q3 2017. 253 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • Wellington Management Group reported no remaining Nicolet Bankshares position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 94,723 Nicolet Bankshares shares in Q2 2026, an estimated $14.1M.
  • Wellington Management Group first reported a position in Nicolet Bankshares in Q4 2016 and held it in 7 quarters.
  • Wellington Management Group's Nicolet Bankshares position peaked at $20.1M in Q3 2017.
  • 253 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.