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Private Wealth Management Group’s Nelnet NNI Stock Holding History

Private Wealth Management 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
2026
Q2 		$3.2K Hold
24
– – ﹤0.01% 1007
2026
Q1 		$3.1K Hold
24
– – ﹤0.01% 937
2025
Q4 		$3.19K Hold
24
– – ﹤0.01% 931
2025
Q3 		$3.01K Hold
24
– – ﹤0.01% 976
2025
Q2 		$2.91K Sell
24
-3
-11% -$335 ﹤0.01% 969
2025
Q1 		$3K Hold
27
– – ﹤0.01% 923
2024
Q4 		$2.88K Buy
27
+21
+350% +$2.32K ﹤0.01% 956
2024
Q3 		$680 Hold
6
– – ﹤0.01% 1370
2024
Q2 		$606 Hold
6
– – ﹤0.01% 1392
2024
Q1 		$568 Buy
+6
New +$527 ﹤0.01% 1418

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

Private Wealth Management Group's NNI Position: Q2 2026 in Review

Private Wealth Management Group held its Nelnet (NNI) position steady in Q2 2026 at 24 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Private Wealth Management Group first reported a position in NNI in Q1 2024 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Private Wealth Management Group held 24 shares of Nelnet worth $3.2K as of Q2 2026.
  • Private Wealth Management Group left its Nelnet share count unchanged in Q2 2026.
  • Nelnet made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1007 holding.
  • Private Wealth Management Group first reported a position in Nelnet in Q1 2024 and has held it in 10 quarters since.
  • 213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.