Position in NIC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,807,326
+$961,634 QoQ
Shares Held
39,075
-2.2% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Common Shares in NIC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026N.E.W. Advisory Services LLC holds $7,733,751 across 15 Banks - Regional names. NIC ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
This page
|
39,075 | $5,807,326 | |
| 2 | BFC |
Bank First Corp
|
6,101 | $824,001 | |
| 3 | ASB |
Associated Banc-Corp
|
18,004 | $465,583 | |
| 4 | UMBF |
Umb Financial Corp
|
3,808 | $429,504 | |
| 5 | USB |
US Bancorp De
|
1,489 | $77,442 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,940 | $30,361 | |
| 7 | TFC |
Truist Financial Corp
|
600 | $27,582 | |
| 8 | KEY |
Keycorp /New/
|
1,280 | $25,664 |
All Filings in NIC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,807,326 | 39,075 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,845,692 | 39,948 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,112,076 | 38,008 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,733,852 | 38,337 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,298,254 | 39,448 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,195,875 | 39,995 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,925,037 | 41,044 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,521,278 | 54,447 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,828,854 | 56,156 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,919,384 | 73,551 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,360,011 | 76,813 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,676,053 | 83,582 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,272,051 | 83,617 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,413,990 | 67,853 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,216,887 | 31,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,192,480 | 30,308 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,176,829 | 12,577 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,148,723 | 25,058 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,285,613 | 17,331 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,237,702 | 17,596 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,049,676 | 12,577 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $833,090 | 12,556 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $707,035 | 12,947 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $671,245 | 12,249 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||