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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
Q3 		$535K Sell
4,350
-254
-6% -$32.9K 0.03% 85
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Avity Investment Management's NNI Position: Q3 2026 in Review

Avity Investment Management reduced its Nelnet (NNI) stake by 5.5% in Q3 2026, selling an estimated $32.9K and leaving 4,350 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #85.

Avity Investment Management first reported a position in NNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $639K in Q4 2025. 12 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

  • Avity Investment Management held 4,350 shares of Nelnet worth $535K as of Q3 2026.
  • Avity Investment Management sold 254 Nelnet shares in Q3 2026, an estimated $32.9K.
  • Nelnet made up 0.03% of Avity Investment Management's portfolio in Q3 2026, its #85 holding.
  • Avity Investment Management first reported a position in Nelnet in Q2 2025 and has held it in 6 quarters since.
  • Avity Investment Management's Nelnet position peaked at $639K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.