Ameriprise’s NerdWallet NRDS Stock Holding History

Ameriprise’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	$1.14M	Buy	123,697 +1,955	+2%	+$18.3K	﹤0.01%	3345
2026 Q1	$1.26M	Sell	121,742 -210	-0.2%	-$2.36K	﹤0.01%	3187
2025 Q4	$1.65M	Sell	121,952 -6,139	-5%	-$80.3K	﹤0.01%	3099
2025 Q3	$1.38M	Buy	128,091 +27,542	+27%	+$293K	﹤0.01%	3198
2025 Q2	$1.1M	Buy	100,549 +63,663	+173%	+$638K	﹤0.01%	3228
2025 Q1	$334K	Sell	36,886 -49,051	-57%	-$588K	﹤0.01%	3645
2024 Q4	$1.14M	Sell	85,937 -60,629	-41%	-$809K	﹤0.01%	3187
2024 Q3	$1.86M	Sell	146,566 -1,969	-1%	-$26.1K	﹤0.01%	2949
2024 Q2	$2.17M	Sell	148,535 -44,902	-23%	-$616K	﹤0.01%	2823
2024 Q1	$2.84M	Buy	193,437 +93,321	+93%	+$1.44M	﹤0.01%	2689
2023 Q4	$1.47M	Buy	+100,116	New	+$1.1M	﹤0.01%	3021

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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 Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ameriprise's NRDS Position: Q2 2026 in Review

Ameriprise increased its NerdWallet (NRDS) stake by 1.6% in Q2 2026, buying an estimated $18.3K and bringing the position to 123,697 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

Ameriprise first reported a position in NRDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q1 2024. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Ameriprise held 123,697 shares of NerdWallet worth $1.14M as of Q2 2026.
Ameriprise bought 1,955 NerdWallet shares in Q2 2026, an estimated $18.3K.
NerdWallet made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3345 holding.
Ameriprise first reported a position in NerdWallet in Q4 2023 and has held it in 11 quarters since.
Ameriprise's NerdWallet position peaked at $2.84M in Q1 2024.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.