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Cornerstone Planning Group’s Nelnet NNI Stock Holding History

Cornerstone Planning Group’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 		$14.6K Sell
110
-2
-2% -$265 ﹤0.01% 778
2026
Q1 		$15.8K Buy
112
+2
+2% +$263 ﹤0.01% 747
2025
Q4 		$14.2K Hold
110
– – ﹤0.01% 692
2025
Q3 		$14.1K Sell
110
-40
-27% -$5K ﹤0.01% 678
2025
Q2 		$18.7K Buy
150
+48
+47% +$5.36K ﹤0.01% 435
2025
Q1 		$11K Hold
102
– – ﹤0.01% 543
2024
Q4 		$11.3K Hold
102
– – ﹤0.01% 404
2024
Q3 		$11.6K Hold
102
– – ﹤0.01% 388
2024
Q2 		$10.7K Hold
102
– – ﹤0.01% 428
2024
Q1 		$9.85K Buy
+102
New +$8.96K ﹤0.01% 411

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
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Cornerstone Planning Group's NNI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Nelnet (NNI) stake by 1.8% in Q2 2026, selling an estimated $265 and leaving 110 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Cornerstone Planning Group first reported a position in NNI in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.7K in Q2 2025. 96 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Cornerstone Planning Group held 110 shares of Nelnet worth $14.6K as of Q2 2026.
  • Cornerstone Planning Group sold 2 Nelnet shares in Q2 2026, an estimated $265.
  • Nelnet made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #778 holding.
  • Cornerstone Planning Group first reported a position in Nelnet in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Nelnet position peaked at $18.7K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.