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CFC Planning Company’s Nelnet NNI Stock Holding History

CFC Planning Company’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
2025
Q4 		– Sell
-1,786
Closed -$224K – 95
2025
Q3 		$224K Sell
1,786
-201
-10% -$25.1K 0.18% 73
2025
Q2 		$241K Buy
+1,987
New +$222K 0.23% 65

Other funds holding NNI

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MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

CFC Planning Company's NNI Position: Q4 2025 in Review

CFC Planning Company sold out of Nelnet (NNI) in Q4 2025, closing a stake of 1,786 shares — an estimated $224K sold.

CFC Planning Company first reported a position in NNI in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 220 funds tracked by Wall St. Rank hold NNI as of Q4 2025.

  • CFC Planning Company reported no remaining Nelnet position as of Q4 2025 after selling out during the quarter.
  • CFC Planning Company sold 1,786 Nelnet shares in Q4 2025, an estimated $224K.
  • CFC Planning Company first reported a position in Nelnet in Q2 2025 and held it in 2 quarters.
  • CFC Planning Company's Nelnet position peaked at $241K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Nelnet as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.