NICOLET BANKSHARES INC

Position in MS — Morgan Stanley

CIK 1174850 GREEN BAY, WI

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,080,621

+$510,861 QoQ

Shares Held

14,737

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#915

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

NICOLET BANKSHARES INC holds $12,484,169 across 4 Capital Markets names. MS ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,827	$4,881,882
2	SCHW	Schwab Charles Corp	46,455	$4,286,402
3	MS	Morgan Stanley This page	14,737	$3,080,621
4	HLI	Houlihan Lokey, Inc.	1,754	$235,264

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,080,621	14,737	-5.6%	Shares	Sole	2026-08-11
2026-03-31	$2,569,760	15,615	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.