Winch Advisory Services’s Nicolet Bankshares NIC Stock Holding History

Winch Advisory Services’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	$76.4K	Buy	514 +1	+0.2%	+$145	0.02%	146
2025 Q4	$62.2K	Buy	513 +1	+0.2%	+$126	0.01%	159
2025 Q3	$68.8K	Buy	512 +1	+0.2%	+$133	0.02%	149
2025 Q2	$63K	Buy	511 +2	+0.4%	+$234	0.02%	147
2025 Q1	$55.5K	Buy	509 +1	+0.2%	+$112	0.01%	149
2024 Q4	$53.3K	Buy	508 +1	+0.2%	+$106	0.01%	154
2024 Q3	$48.5K	Buy	507 +2	+0.4%	+$187	0.01%	157
2024 Q2	$42K	Buy	505 +2	+0.4%	+$160	0.01%	162
2024 Q1	$43.3K	Buy	503 +1	+0.2%	+$80	0.01%	163
2023 Q4	$40.4K	Buy	502 +2	+0.4%	+$150	0.01%	158
2023 Q3	$35K	Buy	500 +1	+0.2%	+$75	0.01%	165
2023 Q2	$34K	Buy	499 +2	+0.4%	+$127	0.01%	156
2023 Q1	$31K	Hold	497	–	–	0.01%	157
2022 Q4	$40K	Hold	497	–	–	0.02%	138
2022 Q3	$35K	Hold	497	–	–	0.02%	133
2022 Q2	$36K	Hold	497	–	–	0.01%	138
2022 Q1	$47K	Hold	497	–	–	0.02%	134
2021 Q4	$43K	Hold	497	–	–	0.01%	139
2021 Q3	$37K	Hold	497	–	–	0.01%	151
2021 Q2	$35K	Hold	497	–	–	0.01%	151
2021 Q1	$41K	Hold	497	–	–	0.02%	129
2020 Q4	$33K	Hold	497	–	–	0.01%	122
2020 Q3	$27K	Hold	497	–	–	0.01%	125
2020 Q2	$27K	Hold	497	–	–	0.01%	122
2020 Q1	$27K	Buy	+497	New	+$33.4K	0.01%	114

Other funds holding NIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winch Advisory Services's NIC Position: Q1 2026 in Review

Winch Advisory Services increased its Nicolet Bankshares (NIC) stake by 0.19% in Q1 2026, buying an estimated $145 and bringing the position to 514 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #146.

Winch Advisory Services first reported a position in NIC in Q1 2020 and has held it in 25 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

Winch Advisory Services held 514 shares of Nicolet Bankshares worth $76.4K as of Q1 2026.
Winch Advisory Services bought 1 Nicolet Bankshares share in Q1 2026, an estimated $145.
Nicolet Bankshares made up 0.02% of Winch Advisory Services's portfolio in Q1 2026, its #146 holding.
Winch Advisory Services first reported a position in Nicolet Bankshares in Q1 2020 and has held it in 25 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.