Zacks Investment Management’s Nicolet Bankshares NIC Stock Holding History

Zacks Investment Management’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	$2.33M	Buy	+15,649	New	+$2.27M	0.02%	328
2024 Q2	–	Sell	-26,882	Closed	-$2.31M	–	693
2024 Q1	$2.31M	Buy	+26,882	New	+$2.15M	0.02%	294
2023 Q1	–	Sell	-17,093	Closed	-$1.36M	–	679
2022 Q4	$1.36M	Sell	17,093 -1,330	-7%	-$104K	0.02%	317
2022 Q3	$1.3M	Sell	18,423 -983	-5%	-$75.9K	0.02%	309
2022 Q2	$1.4M	Sell	19,406 -298	-2%	-$24.1K	0.02%	301
2022 Q1	$1.84M	Buy	+19,704	New	+$1.84M	0.03%	291

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

Zacks Investment Management's NIC Position: Q1 2026 in Review

Zacks Investment Management opened a new position in Nicolet Bankshares (NIC) in Q1 2026: 15,649 shares worth $2.33M. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in NIC as recently as Q1 2024.

Zacks Investment Management first reported a position in NIC in Q1 2022 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold NIC as of Q1 2026.

Zacks Investment Management held 15,649 shares of Nicolet Bankshares worth $2.33M as of Q1 2026.
Nicolet Bankshares was a new Zacks Investment Management position in Q1 2026.
Nicolet Bankshares made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #328 holding.
Zacks Investment Management first reported a position in Nicolet Bankshares in Q1 2022 and has held it in 6 quarters since.
238 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.