Legacy Private Trust Co.

Bank

Position in NIC — Nicolet Bankshares Inc

CIK 1352547 NEENAH, WI

Position in NIC

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$2,821,104

+$343,795 QoQ

Shares Held

18,982

-7.1% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 11.057844273522283.ToString("F0")% Shared 0.ToString("F0")% None 88.94215572647771.ToString("F0")%

Financial Services · as of Mar 31, 2026

Legacy Private Trust Co. holds $12,866,298 across 5 Banks - Regional names. NIC ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASB	Associated Banc-Corp	261,260	$6,756,183
2	NIC	Nicolet Bankshares Inc This page	18,982	$2,821,104
3	USB	US Bancorp De	49,212	$2,559,516
4	BFC	Bank First Corp	3,745	$505,799
5	PNC	Pnc Financial Services Group, Inc.	1,075	$223,696

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,821,104	18,982	-7.1%	Shares	Sole	2026-04-07
2025-12-31	$2,477,309	20,423	+10.6%	Shares	Sole	2026-01-08
2025-09-30	$2,483,946	18,468	-1.0%	Shares	Sole	2025-10-08
2025-06-30	$2,304,383	18,662	0.0%	Shares	Sole	2025-07-08
2025-03-31	$2,033,411	18,662	0.0%	Shares	Sole	2025-04-04
2024-12-31	$1,957,830	18,662	0.0%	Shares	Sole	2025-01-08
2024-09-30	$1,784,647	18,662	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,549,692	18,662	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,604,745	18,662	-5.1%	Shares	Sole	2024-04-10
2023-12-31	$1,582,397	19,662	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,372,014	19,662	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,335,246	19,662	-9.2%	Shares	Sole	2023-07-07
2023-03-31	$1,365,410	21,656	0.0%	Shares	Sole	2023-04-12
2022-12-31	$1,727,932	21,656	-0.1%	Shares	Sole	2023-01-19
2022-09-30	$1,527,561	21,686	-1.4%	Shares	Sole	2022-10-06
2022-06-30	$1,590,467	21,986	+0.3%	Shares	Sole	2022-07-07
2022-03-31	$2,050,680	21,916	-6.3%	Shares	Sole	2022-04-11
2021-12-31	$2,005,178	23,384	+3.4%	Shares	Sole	2022-01-12
2021-09-30	$1,677,654	22,616	0.0%	Shares	Sole	2021-10-12
2021-06-30	$1,590,809	22,616	-4.2%	Shares	Sole	2021-07-09
2021-03-31	$1,970,991	23,616	+3.7%	Shares	Sole	2021-04-09
2020-12-31	$1,511,453	22,780	-4.2%	Shares	Sole	2021-01-12
2020-09-30	$1,298,625	23,780	0.0%	Shares	Sole	2020-10-14
2020-06-30	$1,303,144	23,780	-1.4%	Shares	Sole	2020-07-09
2020-03-31	$1,316,906	24,128	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.