Position in NIC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,869,342
+$343,631 QoQ
Shares Held
12,578
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NIC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Caldwell Trust Co holds $5,478,507 across 19 Banks - Regional names. NIC ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
This page
|
12,578 | $1,869,342 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,467,609 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,034 | $631,345 | |
| 4 | TFC |
Truist Financial Corp
|
7,283 | $334,799 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,359 | $248,979 | |
| 6 | ONB |
Old National Bancorp /In/
|
10,689 | $236,226 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $175,921 | |
| 8 | HOMB |
Home Bancshares Inc
|
5,132 | $138,204 |
All Filings in NIC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,869,342 | 12,578 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,525,711 | 12,578 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,691,741 | 12,578 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,553,131 | 12,578 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,370,498 | 12,578 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,319,557 | 12,578 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,202,834 | 12,578 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,044,477 | 12,578 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,081,582 | 12,578 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,012,277 | 12,578 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $877,692 | 12,578 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $854,171 | 12,578 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $793,042 | 12,578 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,003,598 | 12,578 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $885,994 | 12,578 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $909,892 | 12,578 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,176,923 | 12,578 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,078,563 | 12,578 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $933,036 | 12,578 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $884,736 | 12,578 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $1,049,759 | 12,578 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,892,700 | 28,526 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,721,634 | 31,526 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||