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Avity Investment Management’s Nelnet NNI Stock Holding History

Avity Investment Management’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
Q2 		$614K Hold
4,604
– – 0.04% 81
2026
Q1 		$594K Sell
4,604
-200
-4% -$26.3K 0.04% 79
2025
Q4 		$639K Hold
4,804
– – 0.04% 75
2025
Q3 		$602K Sell
4,804
-204
-4% -$25.5K 0.04% 75
2025
Q2 		$607K Buy
+5,008
New +$559K 0.05% 71

Other funds holding NNI

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Avity Investment Management's NNI Position: Q2 2026 in Review

Avity Investment Management held its Nelnet (NNI) position steady in Q2 2026 at 4,604 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #81.

Avity Investment Management first reported a position in NNI in Q2 2025 and has held it in 5 quarters since. The position peaked at $639K in Q4 2025. 42 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Avity Investment Management held 4,604 shares of Nelnet worth $614K as of Q2 2026.
  • Avity Investment Management left its Nelnet share count unchanged in Q2 2026.
  • Nelnet made up 0.04% of Avity Investment Management's portfolio in Q2 2026, its #81 holding.
  • Avity Investment Management first reported a position in Nelnet in Q2 2025 and has held it in 5 quarters since.
  • Avity Investment Management's Nelnet position peaked at $639K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.