EverSource Wealth Advisors »

Nicolet Bankshares shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Nicolet Bankshares (NIC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Nicolet Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Nicolet Bankshares held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nicolet Bankshares by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 347 134.50
2025-06-30 $25k 202 123.50
2025-03-31 $545 5 109.00
2024-12-31 $525 5 105.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Nicolet Bankshares

BlackRock
Nicolet Bankshares
Vanguard Group
Dimensional Fund Advisors
First Trust Advisors
State Street Corporation
Geode Capital Management
Alliancebernstein
Manufacturers Life Insurance Company
Robeco Investment Management
American Century Companies
FMR
Northern Trust
Charles Schwab Investment Management
Henderson Group

View all funds holding Nicolet Bankshares