MassMutual Private Wealth & Trust’s Nelnet NNI Stock Holding History

MassMutual Private Wealth & Trust’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	$3.47K	Hold	26	–	–	﹤0.01%	1817
2026 Q1	$3.35K	Hold	26	–	–	﹤0.01%	1819
2025 Q4	$3.46K	Hold	26	–	–	﹤0.01%	1824
2025 Q3	$3.26K	Hold	26	–	–	﹤0.01%	1844
2025 Q2	$3.15K	Sell	26 -33	-56%	-$3.69K	﹤0.01%	1806
2025 Q1	$6.54K	Buy	59 +1	+2%	+$112	﹤0.01%	1472
2024 Q4	$6.2K	Hold	58	–	–	﹤0.01%	1448
2024 Q3	$6.57K	Buy	58 +32	+123%	+$3.51K	﹤0.01%	1273
2024 Q2	$2.62K	Hold	26	–	–	﹤0.01%	1546
2024 Q1	$2.46K	Sell	26 -3	-10%	-$264	﹤0.01%	1478
2023 Q4	$2.56K	Buy	29 +4	+16%	+$346	﹤0.01%	1425
2023 Q3	$2.23K	Hold	25	–	–	﹤0.01%	1478
2023 Q2	$2.41K	Sell	25 -1	-4%	-$95	﹤0.01%	1422
2023 Q1	$2.39K	Buy	26 +3	+13%	+$278	﹤0.01%	1364
2022 Q4	$2K	Hold	23	–	–	﹤0.01%	1293
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	1253
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	1170
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	1177
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	1113
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	1073
2021 Q2	$2K	Hold	23	–	–	﹤0.01%	1037
2021 Q1	$2K	Buy	+23	New	+$1.67K	﹤0.01%	877

Other funds holding NNI

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's NNI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Nelnet (NNI) position steady in Q2 2026 at 26 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

MassMutual Private Wealth & Trust first reported a position in NNI in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.57K in Q3 2024. 54 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

MassMutual Private Wealth & Trust held 26 shares of Nelnet worth $3.47K as of Q2 2026.
MassMutual Private Wealth & Trust left its Nelnet share count unchanged in Q2 2026.
Nelnet made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1817 holding.
MassMutual Private Wealth & Trust first reported a position in Nelnet in Q1 2021 and has held it in 22 quarters since.
MassMutual Private Wealth & Trust's Nelnet position peaked at $6.57K in Q3 2024.
54 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.