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Allworth Financial’s NerdWallet NRDS Stock Holding History

Allworth Financial’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
Q1 		$7.29K Buy
702
+525
+297% +$5.91K ﹤0.01% 3721
2025
Q4 		$2.4K Hold
177
– – ﹤0.01% 4050
2025
Q3 		$1.91K Buy
177
+1
+0.6% +$11 ﹤0.01% 4019
2025
Q2 		$1.93K Buy
176
+147
+507% +$1.47K ﹤0.01% 3716
2025
Q1 		$264 Buy
+29
New +$348 ﹤0.01% 3819

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's NRDS Position: Q1 2026 in Review

Allworth Financial increased its NerdWallet (NRDS) stake by 297% in Q1 2026, buying an estimated $5.91K and bringing the position to 702 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3721.

Allworth Financial first reported a position in NRDS in Q1 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Allworth Financial held 702 shares of NerdWallet worth $7.29K as of Q1 2026.
  • Allworth Financial bought 525 NerdWallet shares in Q1 2026, an estimated $5.91K.
  • NerdWallet made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3721 holding.
  • Allworth Financial first reported a position in NerdWallet in Q1 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.