Next Financial Group’s Nelnet NNI Stock Holding History

Next Financial Group’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
2021 Q3	–	Sell	-266	Closed	-$20K	–	2794
2021 Q2	$20K	Buy	+266	New	+$20K	﹤0.01%	1747

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FMII

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's NNI Position: Q3 2021 in Review

Next Financial Group sold out of Nelnet (NNI) in Q3 2021, closing a stake of 266 shares — an estimated $20K sold.

Next Financial Group first reported a position in NNI in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 134 funds tracked by Wall St. Rank hold NNI as of Q3 2021.

Next Financial Group reported no remaining Nelnet position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 266 Nelnet shares in Q3 2021, an estimated $20K.
Next Financial Group first reported a position in Nelnet in Q2 2021 and held it in 1 quarter.
Next Financial Group's Nelnet position peaked at $20K in Q2 2021.
134 funds tracked by Wall St. Rank held Nelnet as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.