Position in NIC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,749,678
+$759,784 QoQ
Shares Held
46,857
-0.4% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#34
of 249 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. NIC ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
174,046 | $25,819,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
74,463 | $18,334,277 | |
| 3 | NIC |
Nicolet Bankshares Inc
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|
46,857 | $7,749,678 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
70,592 | $4,946,376 | |
| 5 | TFC |
Truist Financial Corp
|
98,933 | $4,928,837 | |
| 6 | USB |
US Bancorp De
|
76,242 | $4,605,014 | |
| 7 | KEY |
Keycorp /New/
|
118,987 | $2,742,645 | |
| 8 | AX |
Axos Financial, Inc.
|
24,147 | $2,351,674 |
All Filings in NIC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,749,678 | 46,857 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $6,989,894 | 47,032 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $5,981,787 | 49,314 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $5,055,181 | 37,585 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,639,143 | 37,570 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,765,548 | 34,559 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,623,906 | 34,543 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,246,734 | 33,951 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,299,926 | 39,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,340,797 | 38,851 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $268,078 | 3,331 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $215,271 | 3,085 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $209,026 | 3,078 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $245,114 | 3,072 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||