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Concurrent Investment Advisors’s Nelnet NNI Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-2,208
Closed -$294K – 2014
2025
Q4 		$294K Buy
2,208
+158
+8% +$20.7K ﹤0.01% 1419
2025
Q3 		$257K Buy
2,050
+99
+5% +$12.4K ﹤0.01% 1224
2025
Q2 		$236K Buy
+1,951
New +$218K ﹤0.01% 1188

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Concurrent Investment Advisors's NNI Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Nelnet (NNI) in Q1 2026, closing a stake of 2,208 shares — an estimated $294K sold.

Concurrent Investment Advisors first reported a position in NNI in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q4 2025. 219 funds tracked by Wall St. Rank hold NNI as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Nelnet position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,208 Nelnet shares in Q1 2026, an estimated $294K.
  • Concurrent Investment Advisors first reported a position in Nelnet in Q2 2025 and held it in 3 quarters.
  • Concurrent Investment Advisors's Nelnet position peaked at $294K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Nelnet as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.