Focus Partners Wealth
NNI icon

Focus Partners Wealth’s Nelnet NNI Stock Holding History

Focus Partners Wealth’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 		$223K Sell
1,676
-494
-23% -$65.4K ﹤0.01% 2435
2026
Q1 		$280K Sell
2,170
-644
-23% -$84.6K ﹤0.01% 2232
2025
Q4 		$374K Buy
+2,814
New +$368K ﹤0.01% 2099

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

Focus Partners Wealth's NNI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Nelnet (NNI) stake by 23% in Q2 2026, selling an estimated $65.4K and leaving 1,676 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Focus Partners Wealth first reported a position in NNI in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 214 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Focus Partners Wealth held 1,676 shares of Nelnet worth $223K as of Q2 2026.
  • Focus Partners Wealth sold 494 Nelnet shares in Q2 2026, an estimated $65.4K.
  • Nelnet made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2435 holding.
  • Focus Partners Wealth first reported a position in Nelnet in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Nelnet position peaked at $374K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.