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Nicolet Bankshares shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Nicolet Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nicolet Bankshares by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 158 83.04

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

Top funds holding Nicolet Bankshares

BlackRock
Nicolet Bankshares
Vanguard Group
Dimensional Fund Advisors
FMR
State Street Corporation
Alliancebernstein
Geode Capital Management
Manufacturers Life Insurance Company
Henderson Group
Northern Trust
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
N.E.W. Advisory Services

View all funds holding Nicolet Bankshares