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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
Q2 		$9.07K Hold
68
– – ﹤0.01% 2104
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 $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

Pinnacle Wealth Planning Services's NNI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Nelnet (NNI) position steady in Q2 2026 at 68 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Pinnacle Wealth Planning Services first reported a position in NNI in Q4 2020 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 68 shares of Nelnet worth $9.07K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Nelnet share count unchanged in Q2 2026.
  • Nelnet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2104 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nelnet in Q4 2020 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.