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Nicolet Bankshares shares owned by Merit Financial Group

Quarter-by-quarter ownership of Nicolet Bankshares (NIC) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Nicolet Bankshares

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All positions including Nicolet Bankshares held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nicolet Bankshares by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $268k 3.3k 80.48
2023-09-30 $215k 3.1k 69.78
2023-06-30 $209k 3.1k 67.92
2022-12-31 $245k 3.1k 79.79

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Merit Financial Group

Top funds holding Nicolet Bankshares

Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Charles Schwab Investment Management
Bank of New York Mellon
N.E.W. Advisory Services
Goldman Sachs Group
Wealth Enhancement Advisory Services
North Star Asset Management
Bank Of Montreal
Swiss National Bank
Jpmorgan Chase & Co
RMB Capital Management
Mendon Capital Advisors Corp.
Barclays

View all funds holding Nicolet Bankshares