Wealth Preservation Advisors’s Nelnet NNI Stock Holding History

Wealth Preservation 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	-7	Closed	-$903	–	634
2026 Q1	$903	Buy	+7	New	+$920	﹤0.01%	703

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Preservation Advisors's NNI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Nelnet (NNI) in Q2 2026, closing a stake of 7 shares — an estimated $903 sold.

Wealth Preservation Advisors first reported a position in NNI in Q1 2026 and held it in 1 quarter. The position peaked at $903 in Q1 2026. 213 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

Wealth Preservation Advisors reported no remaining Nelnet position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 7 Nelnet shares in Q2 2026, an estimated $903.
Wealth Preservation Advisors first reported a position in Nelnet in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Nelnet position peaked at $903 in Q1 2026.
213 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.