Pinnacle Wealth Planning Services
NNI icon

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
Q3 		$8.37K Hold
68
– – ﹤0.01% 2153
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
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Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $306M AUM 11.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lawson Kroeker Investment Management
Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pinnacle Wealth Planning Services's NNI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Nelnet (NNI) position steady in Q3 2026 at 68 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Pinnacle Wealth Planning Services first reported a position in NNI in Q4 2020 and has held it in 5 quarters since. The position peaked at $9.07K in Q2 2026. 83 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 68 shares of Nelnet worth $8.37K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Nelnet share count unchanged in Q3 2026.
  • Nelnet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2153 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nelnet in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Nelnet position peaked at $9.07K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.