Superior Planning, LLC’s NerdWallet NRDS Stock Holding History

Superior Planning, LLC’s Portfolio NRDS Stock Details NRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$132	Buy	+15	New	+$141	﹤0.01%	2065

Other funds holding NRDS

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

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Superior Planning, LLC's NRDS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NerdWallet (NRDS) in Q3 2026: 15 shares worth $132. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings.

80 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

Superior Planning, LLC held 15 shares of NerdWallet worth $132 as of Q3 2026.
NerdWallet was a new Superior Planning, LLC position in Q3 2026.
NerdWallet made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2065 holding.
80 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.