Root Financial Partners
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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
Q3 		$20.1K Buy
+163
New +$21.1K ﹤0.01% 1551
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

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MG
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's NNI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nelnet (NNI) in Q3 2026: 163 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NNI as recently as Q1 2026.

Root Financial Partners first reported a position in NNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q1 2026. 113 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

  • Root Financial Partners held 163 shares of Nelnet worth $20.1K as of Q3 2026.
  • Nelnet was a new Root Financial Partners position in Q3 2026.
  • Nelnet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1551 holding.
  • Root Financial Partners first reported a position in Nelnet in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Nelnet position peaked at $22.2K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.