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Merit Financial Group, LLC

Position in NIC — Nicolet Bankshares Inc

CIK 1621225 ALPHARETTA, GA

Position in NIC

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$6,989,894
+$1,008,107 QoQ
Shares Held
47,032
-4.6% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in NIC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Merit Financial Group, LLC holds $85,798,763 across 55 Banks - Regional names. NIC ranks #3 (8.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NIC
Nicolet Bankshares Inc
This page
47,032 $6,989,894

All Filings in NIC

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,989,894 47,032
2025-12-31 $5,981,787 49,314
2025-09-30 $5,055,181 37,585
2025-06-30 $4,639,143 37,570
2025-03-31 $3,765,548 34,559
2024-12-31 $3,623,906 34,543
2024-09-30 $3,246,734 33,951
2024-06-30 $3,299,926 39,739
2024-03-31 $3,340,797 38,851
2023-12-31 $268,078 3,331
2023-09-30 $215,271 3,085
2023-06-30 $209,026 3,078
2022-12-31 $245,114 3,072