Bank of New York Mellon
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Bank of New York Mellon’s NerdWallet NRDS Stock Holding History

Bank of New York Mellon’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 		$1.02M Sell
109,809
-5,529
-5% -$51.7K ﹤0.01% 3347
2026
Q1 		$1.2M Sell
115,338
-8,268
-7% -$93.1K ﹤0.01% 3102
2025
Q4 		$1.67M Buy
123,606
+20,765
+20% +$272K ﹤0.01% 2947
2025
Q3 		$1.11M Buy
102,841
+1,780
+2% +$19K ﹤0.01% 3159
2025
Q2 		$1.11M Buy
101,061
+13,406
+15% +$134K ﹤0.01% 3078
2025
Q1 		$793K Sell
87,655
-559
-0.6% -$6.7K ﹤0.01% 3189
2024
Q4 		$1.17M Sell
88,214
-4,492
-5% -$59.9K ﹤0.01% 3053
2024
Q3 		$1.18M Sell
92,706
-30,167
-25% -$399K ﹤0.01% 3044
2024
Q2 		$1.79M Buy
122,873
+26,572
+28% +$364K ﹤0.01% 2854
2024
Q1 		$1.42M Sell
96,301
-14,030
-13% -$217K ﹤0.01% 2956
2023
Q4 		$1.62M Buy
110,331
+9,204
+9% +$101K ﹤0.01% 2933
2023
Q3 		$899K Buy
101,127
+1,424
+1% +$13.3K ﹤0.01% 3215
2023
Q2 		$938K Buy
99,703
+12,086
+14% +$136K ﹤0.01% 3227
2023
Q1 		$1.42M Buy
87,617
+8,725
+11% +$131K ﹤0.01% 2983
2022
Q4 		$757K Buy
78,892
+5,251
+7% +$58.9K ﹤0.01% 3332
2022
Q3 		$653K Buy
73,641
+19,052
+35% +$187K ﹤0.01% 3431
2022
Q2 		$433K Buy
+54,589
New +$554K ﹤0.01% 3681

Other funds holding NRDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Bank of New York Mellon's NRDS Position: Q2 2026 in Review

Bank of New York Mellon reduced its NerdWallet (NRDS) stake by 4.8% in Q2 2026, selling an estimated $51.7K and leaving 109,809 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Bank of New York Mellon first reported a position in NRDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.79M in Q2 2024. 57 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Bank of New York Mellon held 109,809 shares of NerdWallet worth $1.02M as of Q2 2026.
  • Bank of New York Mellon sold 5,529 NerdWallet shares in Q2 2026, an estimated $51.7K.
  • NerdWallet made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3347 holding.
  • Bank of New York Mellon first reported a position in NerdWallet in Q2 2022 and has held it in 17 quarters since.
  • Bank of New York Mellon's NerdWallet position peaked at $1.79M in Q2 2024.
  • 57 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.