Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$436,316
-$46,069 QoQ
Shares Held
1,047
-21.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#473
of 780 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026NICOLET BANKSHARES INC holds $2,426,573 across 5 Industrial Distribution names. WSO ranks #3 (18.0% of the industry book) .
All Filings in WSO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,316 | 1,047 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $482,385 | 1,326 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||