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Rothschild Investment LLC’s Nelnet NNI Stock Holding History

Rothschild Investment LLC’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 		$6.53K Sell
49
-16
-25% -$2.12K ﹤0.01% 2132
2026
Q1 		$8.38K Buy
65
+33
+103% +$4.34K ﹤0.01% 1778
2025
Q4 		$4.25K Buy
32
+11
+52% +$1.44K ﹤0.01% 1976
2025
Q3 		$2.63K Buy
+21
New +$2.63K ﹤0.01% 2060
2024
Q4 		– Sell
-5
Closed -$566 – 3025
2024
Q3 		$566 Buy
+5
New +$549 ﹤0.01% 2436

Other funds holding NNI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's NNI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Nelnet (NNI) stake by 25% in Q2 2026, selling an estimated $2.12K and leaving 49 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Rothschild Investment LLC first reported a position in NNI in Q3 2024 and has held it in 5 quarters since. The position peaked at $8.38K in Q1 2026. 85 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Rothschild Investment LLC held 49 shares of Nelnet worth $6.53K as of Q2 2026.
  • Rothschild Investment LLC sold 16 Nelnet shares in Q2 2026, an estimated $2.12K.
  • Nelnet made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2132 holding.
  • Rothschild Investment LLC first reported a position in Nelnet in Q3 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Nelnet position peaked at $8.38K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.