Position in NIC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,374,544
+$571,551 QoQ
Shares Held
36,163
-8.7% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 92.51721372673727.ToString("F0")%
Shared 0.ToString("F0")%
None 7.482786273262727.ToString("F0")%
Common Shares in NIC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ADVISORY RESEARCH INC holds $32,110,599 across 8 Banks - Regional names. NIC ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
130,613 | $13,026,034 | |
| 2 | NIC |
Nicolet Bankshares Inc
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|
36,163 | $5,374,544 | |
| 3 | SSB |
SouthState Bank Corp
|
47,088 | $4,356,581 | |
| 4 | FRME |
First Merchants Corp
|
67,634 | $2,619,464 | |
| 5 | WBS |
Webster Financial Corp
|
30,968 | $2,149,798 | |
| 6 | WAL |
Western Alliance Bancorporation
|
26,163 | $1,853,648 | |
| 7 | AX |
Axos Financial, Inc.
|
16,917 | $1,439,467 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
19,476 | $1,291,063 |
All Filings in NIC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,374,544 | 36,163 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,802,993 | 39,596 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,659,221 | 42,076 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,258,024 | 42,582 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,806,660 | 44,114 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,691,889 | 44,723 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,262,037 | 44,568 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,648,361 | 43,935 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,778,314 | 43,939 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $3,401,406 | 42,264 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,157,963 | 45,256 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,169,426 | 46,671 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,983,462 | 47,319 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $3,832,233 | 48,029 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,909,312 | 41,302 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $3,010,790 | 41,620 | Shares | Other | 2022-08-17 | |
| 2022-03-31 | $3,070,498 | 32,815 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,775,727 | 32,370 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,200,528 | 16,184 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||