TD Private Client Wealth’s Nelnet NNI Stock Holding History

TD Private Client Wealth’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	$2.22K	Buy	+18	New	+$2.33K	﹤0.01%	1351
2021 Q4	–	Sell	-8	Closed	-$634	–	1235
2021 Q3	$634	Hold	8	–	–	﹤0.01%	1146
2021 Q2	$602	Hold	8	–	–	﹤0.01%	1161
2021 Q1	$582	Hold	8	–	–	﹤0.01%	1113
2020 Q4	$570	Hold	8	–	–	﹤0.01%	1079
2020 Q3	$482	Hold	8	–	–	﹤0.01%	1036
2020 Q2	$382	Hold	8	–	–	﹤0.01%	1054
2020 Q1	$363	Hold	8	–	–	﹤0.01%	995
2019 Q4	$466	Buy	+8	New	+$490	﹤0.01%	1001

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

TD Private Client Wealth's NNI Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Nelnet (NNI) in Q3 2026: 18 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in NNI as recently as Q3 2021.

TD Private Client Wealth first reported a position in NNI in Q4 2019 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold NNI as of Q3 2026.

TD Private Client Wealth held 18 shares of Nelnet worth $2.22K as of Q3 2026.
Nelnet was a new TD Private Client Wealth position in Q3 2026.
Nelnet made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1351 holding.
TD Private Client Wealth first reported a position in Nelnet in Q4 2019 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held Nelnet as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.