13F-HR: Nicolet Bankshares Files Quarterly Holdings Report
Quarterly Holdings Report
Nicolet Bankshares Inc. has filed its quarterly report detailing its investment holdings as of March 31, 2026, with a total portfolio value exceeding $2.7 billion.
Summary
- Nicolet Bankshares Inc. has submitted its Form 13F-HR for the quarter ending March 31, 2026.
- The filing reports a total of 832 distinct holdings.
- The aggregate market value of these holdings is $2,710,677,701.
- This report is a combination report, indicating that some holdings are reported by other managers.
- The filing lists NICOLET NATIONAL BANK and NICOLET ADVISORY SERVICES, LLC as other managers reporting for this manager.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine regulatory disclosure of holdings and does not contain performance data or forward-looking statements.
Future Outlook
No specific future outlook or guidance is provided in this type of filing.
Industry Context
StockSavvy.ai notes that Form 13F filings are standard disclosures for institutional investment managers, providing transparency into their equity holdings. This filing from Nicolet Bankshares Inc. reflects typical portfolio management activities within the financial services industry.
Key Dates
| Date | Description |
|---|---|
| 2026-03-31 | Quarter End Date for Report |
| 2026-05-14 | Date of Signing |
Keywords
Form 13F-HR, SEC Filing, Investment Holdings, Portfolio Value, Nicolet Bankshares, Financial Report, Institutional Investment Manager
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