GREAT VALLEY ADVISOR GROUP, INC.
Position in NIC — Nicolet Bankshares Inc
CIK 1769897
WILMINGTON, DE
Position in NIC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$220,464
New position
Shares Held
1,333
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 249 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $6,072,789 across 8 Banks - Regional names. NIC ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
35,520 | $2,145,408 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,625 | $1,877,427 | |
| 3 | MTB |
M&T Bank Corp
|
3,288 | $782,576 | |
| 4 | TFC |
Truist Financial Corp
|
6,351 | $316,406 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,534 | $311,951 | |
| 6 | NIC |
Nicolet Bankshares Inc
This page
|
1,333 | $220,464 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
12,266 | $217,476 | |
| 8 | MRBK |
Meridian Corp
|
10,039 | $201,081 |
All Filings in NIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,464 | 1,333 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||