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Twin Peaks Wealth Advisors’s Nelnet NNI Stock Holding History

Twin Peaks Wealth Advisors’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
-31
Closed -$4K – 1506
2026
Q1 		$4K Buy
+31
New +$4.07K ﹤0.01% 1472
2025
Q3 		– Sell
-2
Closed -$254 – 1428
2025
Q2 		$254 Buy
+2
New +$223 ﹤0.01% 2012

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Twin Peaks Wealth Advisors's NNI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Nelnet (NNI) in Q2 2026, closing a stake of 31 shares — an estimated $4K sold.

Twin Peaks Wealth Advisors first reported a position in NNI in Q2 2025 and held it in 2 quarters. The position peaked at $4K in Q1 2026. 213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Nelnet position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 31 Nelnet shares in Q2 2026, an estimated $4K.
  • Twin Peaks Wealth Advisors first reported a position in Nelnet in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Nelnet position peaked at $4K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.