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Pinnacle Wealth Planning Services’s Nelnet NNI Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$8.77K Hold
68
– – ﹤0.01% 2057
2025
Q4 		$9.04K Buy
+68
New +$8.9K ﹤0.01% 2049
2021
Q1 		– Sell
-54
Closed -$4K – 1389
2020
Q4 		$4K Buy
+54
New +$3.65K ﹤0.01% 1743

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAI
General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's NNI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Nelnet (NNI) position steady in Q1 2026 at 68 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Pinnacle Wealth Planning Services first reported a position in NNI in Q4 2020 and has held it in 3 quarters since. The position peaked at $9.04K in Q4 2025. 219 funds tracked by Wall St. Rank hold NNI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 68 shares of Nelnet worth $8.77K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Nelnet share count unchanged in Q1 2026.
  • Nelnet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2057 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nelnet in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nelnet position peaked at $9.04K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Nelnet as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.