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Clearstead Advisors’s Nelnet NNI Stock Holding History

Clearstead 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
Q2 		$1.2K Buy
+9
New +$1.19K ﹤0.01% 2638
2025
Q4 		– Sell
-25
Closed -$3.13K – 3088
2025
Q3 		$3.13K Buy
+25
New +$3.13K ﹤0.01% 2324

Other funds holding NNI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's NNI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Nelnet (NNI) in Q2 2026: 9 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2638 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NNI as recently as Q3 2025.

Clearstead Advisors first reported a position in NNI in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.13K in Q3 2025. 85 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Clearstead Advisors held 9 shares of Nelnet worth $1.2K as of Q2 2026.
  • Nelnet was a new Clearstead Advisors position in Q2 2026.
  • Nelnet made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2638 holding.
  • Clearstead Advisors first reported a position in Nelnet in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Nelnet position peaked at $3.13K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.