WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NIC — Nicolet Bankshares Inc
CIK 1632972
PLYMOUTH, MN
Position in NIC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,511,343
+$1,427,330 QoQ
Shares Held
27,277
+31.4% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 251 holders
Holding Since
Sep 2023
12 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. NIC ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp De
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in NIC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,511,343 | 27,277 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,084,013 | 20,751 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,284,925 | 27,081 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,256,656 | 31,648 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,912,710 | 31,687 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,482,797 | 31,964 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,084,356 | 38,932 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,127,773 | 43,164 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,782,970 | 45,556 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,900,850 | 45,364 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,336,620 | 41,459 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,101,092 | 44,441 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||