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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
Q2 		$1.57K Sell
170
-532
-76% -$4.98K ﹤0.01% 4593
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 $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Allworth Financial's NRDS Position: Q2 2026 in Review

Allworth Financial reduced its NerdWallet (NRDS) stake by 76% in Q2 2026, selling an estimated $4.98K and leaving 170 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4593.

Allworth Financial first reported a position in NRDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.29K in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Allworth Financial held 170 shares of NerdWallet worth $1.57K as of Q2 2026.
  • Allworth Financial sold 532 NerdWallet shares in Q2 2026, an estimated $4.98K.
  • NerdWallet made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4593 holding.
  • Allworth Financial first reported a position in NerdWallet in Q1 2025 and has held it in 6 quarters since.
  • Allworth Financial's NerdWallet position peaked at $7.29K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.