Rise Advisors’s Nelnet NNI Stock Holding History

Rise Advisors’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	-4	Closed	-$502	–	981
2025 Q3	$502	Buy	+4	New	+$500	﹤0.01%	1412

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GAI

General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Rise Advisors's NNI Position: Q4 2025 in Review

Rise Advisors sold out of Nelnet (NNI) in Q4 2025, closing a stake of 4 shares — an estimated $502 sold.

Rise Advisors first reported a position in NNI in Q3 2025 and held it in 1 quarter. The position peaked at $502 in Q3 2025. 220 funds tracked by Wall St. Rank hold NNI as of Q4 2025.

Rise Advisors reported no remaining Nelnet position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 4 Nelnet shares in Q4 2025, an estimated $502.
Rise Advisors first reported a position in Nelnet in Q3 2025 and held it in 1 quarter.
Rise Advisors's Nelnet position peaked at $502 in Q3 2025.
220 funds tracked by Wall St. Rank held Nelnet as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.