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EverSource Wealth Advisors’s Nelnet NNI Stock Holding History

EverSource Wealth 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
Q2 		$29.6K Sell
222
-223
-50% -$29.5K ﹤0.01% 2156
2026
Q1 		$57.4K Buy
445
+151
+51% +$19.8K ﹤0.01% 1784
2025
Q4 		$39.1K Sell
294
-94
-24% -$12.3K ﹤0.01% 1917
2025
Q3 		$48.6K Sell
388
-153
-28% -$19.1K ﹤0.01% 1731
2025
Q2 		$65.5K Buy
541
+313
+137% +$35K ﹤0.01% 1450
2025
Q1 		$25.3K Buy
228
+109
+92% +$12.2K ﹤0.01% 1565
2024
Q4 		$12.7K Buy
119
+47
+65% +$5.2K ﹤0.01% 1873
2024
Q3 		$8.16K Hold
72
– – ﹤0.01% 1976
2024
Q2 		$8.12K Buy
72
+1
+1% +$99 ﹤0.01% 1971
2024
Q1 		$6.69K Buy
71
+65
+1,083% +$5.71K ﹤0.01% 1898
2023
Q4 		$529 Sell
6
-4
-40% -$346 ﹤0.01% 2514
2023
Q3 		$893 Hold
10
– – ﹤0.01% 2275
2023
Q2 		$965 Hold
10
– – ﹤0.01% 2242
2023
Q1 		$919 Hold
10
– – ﹤0.01% 2131
2022
Q4 		$908 Buy
+10
New +$907 ﹤0.01% 2120

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 $3.38T AUM 44.17% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

EverSource Wealth Advisors's NNI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Nelnet (NNI) stake by 50% in Q2 2026, selling an estimated $29.5K and leaving 222 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

EverSource Wealth Advisors first reported a position in NNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.5K in Q2 2025. 214 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • EverSource Wealth Advisors held 222 shares of Nelnet worth $29.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 223 Nelnet shares in Q2 2026, an estimated $29.5K.
  • Nelnet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2156 holding.
  • EverSource Wealth Advisors first reported a position in Nelnet in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Nelnet position peaked at $65.5K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.