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

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Torren Management San Diego, California $197M AUM