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Bogart Wealth LLC’s Nelnet NNI Stock Holding History

Bogart Wealth LLC’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 		$533 Buy
+4
New +$530 ﹤0.01% 1778

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Bogart Wealth LLC's NNI Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Nelnet (NNI) in Q2 2026: 4 shares worth $533. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings.

213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Nelnet worth $533 as of Q2 2026.
  • Nelnet was a new Bogart Wealth LLC position in Q2 2026.
  • Nelnet made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1778 holding.
  • 213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.