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Essential Partners’s Nelnet NNI Stock Holding History

Essential Partners’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
Q3 		$2.46K Sell
20
-10
-33% -$1.3K ﹤0.01% 1842
2026
Q2 		$4K Sell
30
-6
-17% -$795 ﹤0.01% 1639
2026
Q1 		$4.64K Buy
36
+15
+71% +$1.97K ﹤0.01% 1610
2025
Q4 		$2.79K Buy
21
+2
+11% +$262 ﹤0.01% 1683
2025
Q3 		$2.38K Buy
19
+18
+1,800% +$2.25K ﹤0.01% 1735
2025
Q2 		$121 Buy
+1
New +$112 ﹤0.01% 2040

Other funds holding NNI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's NNI Position: Q3 2026 in Review

Essential Partners reduced its Nelnet (NNI) stake by 33% in Q3 2026, selling an estimated $1.3K and leaving 20 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Essential Partners first reported a position in NNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.64K in Q1 2026. 13 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

  • Essential Partners held 20 shares of Nelnet worth $2.46K as of Q3 2026.
  • Essential Partners sold 10 Nelnet shares in Q3 2026, an estimated $1.3K.
  • Nelnet made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1842 holding.
  • Essential Partners first reported a position in Nelnet in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Nelnet position peaked at $4.64K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.