ZIC
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ZWJ Investment Counsel’s Nicolet Bankshares NIC Stock Holding History

ZWJ Investment Counsel’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 		$286K Sell
1,728
-2
-0.1% -$295 0.01% 222
2026
Q1 		$257K Buy
+1,730
New +$251K 0.01% 191

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
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

ZWJ Investment Counsel's NIC Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its Nicolet Bankshares (NIC) stake by 0.12% in Q2 2026, selling an estimated $295 and leaving 1,728 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #222.

ZWJ Investment Counsel first reported a position in NIC in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold NIC as of Q2 2026.

  • ZWJ Investment Counsel held 1,728 shares of Nicolet Bankshares worth $286K as of Q2 2026.
  • ZWJ Investment Counsel sold 2 Nicolet Bankshares shares in Q2 2026, an estimated $295.
  • Nicolet Bankshares made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #222 holding.
  • ZWJ Investment Counsel first reported a position in Nicolet Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.