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Principal Securities’s Nelnet NNI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-358
Closed -$44.9K – 2754
2025
Q3 		$44.9K Buy
358
+20
+6% +$2.5K ﹤0.01% 1998
2025
Q2 		$40.9K Buy
338
+105
+45% +$11.7K ﹤0.01% 1975
2025
Q1 		$24.9K Hold
233
– – ﹤0.01% 2097
2024
Q4 		$24.9K Buy
233
+23
+11% +$2.54K ﹤0.01% 2092
2024
Q3 		$23.8K Buy
210
+34
+19% +$3.73K ﹤0.01% 2036
2024
Q2 		$17.8K Buy
176
+47
+36% +$4.67K ﹤0.01% 2118
2024
Q1 		$12.2K Buy
129
+43
+50% +$3.78K ﹤0.01% 2238
2023
Q4 		$7.59K Buy
+86
New +$7.44K ﹤0.01% 2376

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
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Principal Securities's NNI Position: Q4 2025 in Review

Principal Securities sold out of Nelnet (NNI) in Q4 2025, closing a stake of 358 shares — an estimated $44.9K sold.

Principal Securities first reported a position in NNI in Q4 2023 and held it in 8 quarters. The position peaked at $44.9K in Q3 2025. 220 funds tracked by Wall St. Rank hold NNI as of Q4 2025.

  • Principal Securities reported no remaining Nelnet position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 358 Nelnet shares in Q4 2025, an estimated $44.9K.
  • Principal Securities first reported a position in Nelnet in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Nelnet position peaked at $44.9K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Nelnet as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.