SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI NIC — Nicolet Bankshares

Ownership history in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI  ·  37 quarters on record

AI Ownership Summary

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported Nicolet Bankshares (NIC) in 37 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows NIC at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's position in Nicolet Bankshares, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NIC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NIC stock page SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI fund profile SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI full holdings
How SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI held NIC — position size vs. price
% of Fund (quarterly)    NIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,379 — 0% 0.07% $1.1M 2026-07-21 $167.91
2026 Q1 UNCHANGED — — — 6,379 — 0% 0.07% $948K 2026-04-28 $148.20
2025 Q4 UNCHANGED — — — 6,379 — 0% 0.06% $774K 2026-01-12 $125.08
2025 Q3 UNCHANGED — — — 6,379 — 0% 0.06% $858K 2025-10-20 $127.58
2025 Q2 UNCHANGED — — — 6,379 — 0% 0.06% $788K 2025-07-30 $128.38
2025 Q1 UNCHANGED — — — 6,379 — 0% 0.06% $695K 2025-04-17 $109.49
2024 Q4 UNCHANGED — — — 6,379 — 0% 0.05% $669K 2025-02-07 $115.56
2024 Q3 UNCHANGED — — — 6,379 — 0% 0.05% $610K 2024-10-18 $100.18
2024 Q2 UNCHANGED — — — 6,379 — 0% 0.05% $530K 2024-08-07 $85.97
2024 Q1 UNCHANGED — — — 6,379 — 0% 0.05% $549K 2024-04-29 $76.28
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NIC

As of 2026 Q2 — sorted by position size

Sugar Maple Asset Management, LLC 1.54% STEPH & CO 3Y 0.37% Sippican Capital Advisors 3Y 7Y 0.35% First National Advisers, LLC 3Y 0.31% Ellsworth Advisors, LLC 3Y 0.18% Legacy Private Trust Co. 3Y 7Y 0.17% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.16% Triasima Portfolio Management inc. 3Y 0.11% McGlone Suttner Wealth Management, Inc. 3Y 0.08% Merit Financial Group, LLC 3Y 7Y 0.05%

FAQ About SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI and NIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported owning NIC?

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported NIC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NIC position in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's portfolio?

The largest reported portfolio weight for NIC was 0.07% in 2026 Q1.

What is the latest reported NIC position on this page?

The most recent filing on this page is 2026 Q2, when SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported 6,379 shares, equal to 0.07% of portfolio, with an estimated market value of $1.1M.

What does the chart on this NIC ownership page compare?

The chart compares SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's quarterly NIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI time their NIC position?

Based on 13F filing dates vs. subsequent NIC price moves, SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on NIC relative to SPY over the holding period was -0.7%.

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