RMR Capital Management’s Nelnet NNI Stock Holding History

RMR Capital Management’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	$563K	Sell	4,223 -150	-3%	-$19.9K	0.39%	49
2026 Q1	$564K	Sell	4,373 -240	-5%	-$31.5K	0.41%	46
2025 Q4	$613K	Sell	4,613 -150	-3%	-$19.6K	0.44%	46
2025 Q3	$597K	Sell	4,763 -154	-3%	-$19.3K	0.42%	49
2025 Q2	$596K	Buy	4,917 +464	+10%	+$51.8K	0.43%	49
2025 Q1	$494K	Buy	4,453 +418	+10%	+$46.8K	0.35%	53
2024 Q4	$431K	Hold	4,035	–	–	0.32%	55
2024 Q3	$457K	Buy	4,035 +1,000	+33%	+$110K	0.38%	52
2024 Q2	$306K	Buy	+3,035	New	+$302K	0.28%	56

Other funds holding NNI

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RMR Capital Management's NNI Position: Q2 2026 in Review

RMR Capital Management reduced its Nelnet (NNI) stake by 3.4% in Q2 2026, selling an estimated $19.9K and leaving 4,223 shares worth $563K. The position accounts for 0.39% of the portfolio, ranked #49.

RMR Capital Management first reported a position in NNI in Q2 2024 and has held it in 9 quarters since. The position peaked at $613K in Q4 2025. 65 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

RMR Capital Management held 4,223 shares of Nelnet worth $563K as of Q2 2026.
RMR Capital Management sold 150 Nelnet shares in Q2 2026, an estimated $19.9K.
Nelnet made up 0.39% of RMR Capital Management's portfolio in Q2 2026, its #49 holding.
RMR Capital Management first reported a position in Nelnet in Q2 2024 and has held it in 9 quarters since.
RMR Capital Management's Nelnet position peaked at $613K in Q4 2025.
65 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.