Bragg Financial Advisors, Inc NNI NELNET INC

Ownership history in Bragg Financial Advisors, Inc  ·  4 quarters on record

AI Ownership Summary

Bragg Financial Advisors, Inc reported NELNET INC (NNI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.93% in 2026 Q1. The latest visible filing shows NNI at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bragg Financial Advisors, Inc's position in NELNET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NNI was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bragg Financial Advisors, Inc held NNI — position size vs. price
% of Fund (quarterly)    NNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 226,782 +14,164 +6.7% 0.93% $29.2M 2026-05-15 $125.40
2025 Q4 ADDED 212,618 +6,620 +3.2% 0.92% $28.3M 2026-02-13 $129.30
2025 Q3 ADDED 205,998 +102,989 +100.0% 0.85% $25.8M 2025-11-13 $129.76
2025 Q2 INITIATED 103,009 0.45% $12.5M 2025-08-14 $127.68

FAQ About Bragg Financial Advisors, Inc and NNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bragg Financial Advisors, Inc reported owning NNI?

Bragg Financial Advisors, Inc reported NNI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported NNI position in Bragg Financial Advisors, Inc's portfolio?

The largest reported portfolio weight for NNI was 0.93% in 2026 Q1.

What is the latest reported NNI position on this page?

The most recent filing on this page is 2026 Q1, when Bragg Financial Advisors, Inc reported 226,782 shares, equal to 0.93% of portfolio, with an estimated market value of $29.2M.

What does the chart on this NNI ownership page compare?

The chart compares Bragg Financial Advisors, Inc's quarterly NNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bragg Financial Advisors, Inc time their NNI position?

Based on 13F filing dates vs. subsequent NNI price moves, Bragg Financial Advisors, Inc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on NNI relative to SPY over the holding period was -19.5%.

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