Anchor Capital Advisors’s Nelnet NNI Stock Holding History

Anchor Capital Advisors’s Portfolio NNI Stock Details NNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Sell	13,810 -231	-2%	-$30.3K	0.05%	141
2025 Q4	$1.87M	Buy	14,041 +1,004	+8%	+$131K	0.05%	140
2025 Q3	$1.63M	Buy	13,037 +166	+1%	+$20.8K	0.05%	146
2025 Q2	$1.56M	Sell	12,871 -456	-3%	-$50.9K	0.05%	148
2025 Q1	$1.48M	Sell	13,327 -56	-0.4%	-$6.27K	0.04%	148
2024 Q4	$1.43M	Buy	13,383 +72	+0.5%	+$7.96K	0.04%	162
2024 Q3	$1.51M	Sell	13,311 -15	-0.1%	-$1.65K	0.04%	153
2024 Q2	$1.34M	Buy	13,326 +395	+3%	+$39.3K	0.04%	154
2024 Q1	$1.22M	Buy	12,931 +383	+3%	+$33.7K	0.03%	166
2023 Q4	$1.11M	Buy	12,548 +1,853	+17%	+$160K	0.03%	166
2023 Q3	$955K	Sell	10,695 -1,202	-10%	-$113K	0.03%	166
2023 Q2	$1.15M	Sell	11,897 -153	-1%	-$14.5K	0.03%	160
2023 Q1	$1.11M	Sell	12,050 -740	-6%	-$68.6K	0.03%	156
2022 Q4	$1.16M	Sell	12,790 -594	-4%	-$53.9K	0.03%	163
2022 Q3	$1.06M	Sell	13,384 -170	-1%	-$14.8K	0.03%	169
2022 Q2	$1.16M	Sell	13,554 -4	-0%	-$332	0.03%	165
2022 Q1	$1.15M	Buy	+13,558	New	+$1.17M	0.02%	180

Other funds holding NNI

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

General American Investors New York $1.51B AUM 37.94% 1-Year Est. Return