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Dogwood Wealth Management’s Nelnet NNI Stock Holding History

Dogwood Wealth Management’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 		$3.2K Hold
24
– – ﹤0.01% 587
2026
Q1 		$3.1K Hold
24
– – ﹤0.01% 572
2025
Q4 		$3.19K Hold
24
– – ﹤0.01% 492
2025
Q3 		$3.01K Hold
24
– – ﹤0.01% 477
2025
Q2 		$2.97K Buy
+24
New +$2.68K ﹤0.01% 519

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

Dogwood Wealth Management's NNI Position: Q2 2026 in Review

Dogwood Wealth Management held its Nelnet (NNI) position steady in Q2 2026 at 24 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Dogwood Wealth Management first reported a position in NNI in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Dogwood Wealth Management held 24 shares of Nelnet worth $3.2K as of Q2 2026.
  • Dogwood Wealth Management left its Nelnet share count unchanged in Q2 2026.
  • Nelnet made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Dogwood Wealth Management first reported a position in Nelnet in Q2 2025 and has held it in 5 quarters since.
  • 213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.