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Root Financial Partners’s Nelnet NNI Stock Holding History

Root Financial Partners’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 		– Sell
-172
Closed -$22.2K – 2202
2026
Q1 		$22.2K Buy
172
+56
+48% +$7.36K ﹤0.01% 1261
2025
Q4 		$15.4K Buy
116
+14
+14% +$1.83K ﹤0.01% 1301
2025
Q3 		$12.8K Buy
+102
New +$12.8K ﹤0.01% 1337

Other funds holding NNI

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Root Financial Partners's NNI Position: Q2 2026 in Review

Root Financial Partners sold out of Nelnet (NNI) in Q2 2026, closing a stake of 172 shares — an estimated $22.2K sold.

Root Financial Partners first reported a position in NNI in Q3 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2026. 49 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Root Financial Partners reported no remaining Nelnet position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 172 Nelnet shares in Q2 2026, an estimated $22.2K.
  • Root Financial Partners first reported a position in Nelnet in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Nelnet position peaked at $22.2K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.