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Nicolet Bankshares shares owned by Sontag Advisory

Quarter-by-quarter ownership of Nicolet Bankshares (NIC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Nicolet Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Nicolet Bankshares held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nicolet Bankshares by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $131k 975 134.50
2021-06-30 $296k 4.2k 70.39
2021-03-31 $351k 4.2k 83.47
2020-12-31 $279k 4.2k 66.35
2020-03-31 $253k 4.6k 54.54

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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