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Fortitude Family Office’s Nelnet NNI Stock Holding History

Fortitude Family Office’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 		$2.95K Sell
24
-1
-4% -$130 ﹤0.01% 1829
2026
Q2 		$3.33K Hold
25
– – ﹤0.01% 1261
2026
Q1 		$3.22K Buy
25
+15
+150% +$1.97K ﹤0.01% 1098
2025
Q4 		$1.33K Hold
10
– – ﹤0.01% 1344
2025
Q3 		$1.25K Hold
10
– – ﹤0.01% 1458
2025
Q2 		$1.21K Buy
+10
New +$1.12K ﹤0.01% 1423

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
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's NNI Position: Q3 2026 in Review

Fortitude Family Office reduced its Nelnet (NNI) stake by 4% in Q3 2026, selling an estimated $130 and leaving 24 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Fortitude Family Office first reported a position in NNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.33K in Q2 2026. 14 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

  • Fortitude Family Office held 24 shares of Nelnet worth $2.95K as of Q3 2026.
  • Fortitude Family Office sold 1 Nelnet share in Q3 2026, an estimated $130.
  • Nelnet made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1829 holding.
  • Fortitude Family Office first reported a position in Nelnet in Q2 2025 and has held it in 6 quarters since.
  • Fortitude Family Office's Nelnet position peaked at $3.33K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.