LPL Financial
NNI icon

LPL Financial’s Nelnet NNI Stock Holding History

LPL Financial’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 		$4.77M Sell
35,789
-1,784
-5% -$236K ﹤0.01% 2848
2026
Q1 		$4.85M Buy
37,573
+4,948
+15% +$650K ﹤0.01% 2643
2025
Q4 		$4.34M Buy
32,625
+606
+2% +$79.3K ﹤0.01% 2658
2025
Q3 		$4.01M Buy
32,019
+1,333
+4% +$167K ﹤0.01% 2664
2025
Q2 		$3.72M Buy
30,686
+1,564
+5% +$175K ﹤0.01% 2555
2025
Q1 		$3.23M Buy
29,122
+2,278
+8% +$255K ﹤0.01% 2507
2024
Q4 		$2.87M Buy
26,844
+2,117
+9% +$234K ﹤0.01% 2527
2024
Q3 		$2.8M Buy
24,727
+1,796
+8% +$197K ﹤0.01% 2424
2024
Q2 		$2.31M Buy
22,931
+4,232
+23% +$421K ﹤0.01% 2472
2024
Q1 		$1.77M Buy
18,699
+1,929
+12% +$170K ﹤0.01% 2629
2023
Q4 		$1.48M Buy
16,770
+1,283
+8% +$111K ﹤0.01% 2689
2023
Q3 		$1.38M Buy
15,487
+1,462
+10% +$138K ﹤0.01% 2625
2023
Q2 		$1.35M Buy
14,025
+1,875
+15% +$178K ﹤0.01% 2609
2023
Q1 		$1.12M Buy
12,150
+417
+4% +$38.6K ﹤0.01% 2672
2022
Q4 		$1.06M Buy
11,733
+1,417
+14% +$129K ﹤0.01% 2586
2022
Q3 		$817K Buy
10,316
+1,687
+20% +$147K ﹤0.01% 2700
2022
Q2 		$736K Buy
8,629
+1,929
+29% +$160K ﹤0.01% 2850
2022
Q1 		$569K Buy
6,700
+107
+2% +$9.21K ﹤0.01% 3089
2021
Q4 		$644K Buy
6,593
+2,820
+75% +$250K ﹤0.01% 3063
2021
Q3 		$299K Buy
3,773
+250
+7% +$19.3K ﹤0.01% 3651
2021
Q2 		$265K Buy
3,523
+130
+4% +$9.77K ﹤0.01% 3682
2021
Q1 		$247K Hold
3,393
– – ﹤0.01% 3612
2020
Q4 		$242K Hold
3,393
– – ﹤0.01% 3377
2020
Q3 		$204K Buy
+3,393
New +$208K ﹤0.01% 3187

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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

LPL Financial's NNI Position: Q2 2026 in Review

LPL Financial reduced its Nelnet (NNI) stake by 4.7% in Q2 2026, selling an estimated $236K and leaving 35,789 shares worth $4.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

LPL Financial first reported a position in NNI in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.85M in Q1 2026. 213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • LPL Financial held 35,789 shares of Nelnet worth $4.77M as of Q2 2026.
  • LPL Financial sold 1,784 Nelnet shares in Q2 2026, an estimated $236K.
  • Nelnet made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2848 holding.
  • LPL Financial first reported a position in Nelnet in Q3 2020 and has held it in 24 quarters since.
  • LPL Financial's Nelnet position peaked at $4.85M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.