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Brighton Jones LLC’s NerdWallet NRDS Stock Holding History

Brighton Jones 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
2025
Q1 		– Sell
-13,369
Closed -$178K – 731
2024
Q4 		$178K Sell
13,369
-5,573
-29% -$74.4K 0.01% 650
2024
Q3 		$241K Hold
18,942
– – 0.01% 485
2024
Q2 		$277K Buy
18,942
+191
+1% +$2.62K 0.01% 487
2024
Q1 		$276K Buy
+18,751
New +$290K 0.01% 486

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brighton Jones LLC's NRDS Position: Q1 2025 in Review

Brighton Jones LLC sold out of NerdWallet (NRDS) in Q1 2025, closing a stake of 13,369 shares — an estimated $178K sold.

Brighton Jones LLC first reported a position in NRDS in Q1 2024 and held it in 4 quarters. The position peaked at $277K in Q2 2024. 134 funds tracked by Wall St. Rank hold NRDS as of Q1 2025.

  • Brighton Jones LLC reported no remaining NerdWallet position as of Q1 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 13,369 NerdWallet shares in Q1 2025, an estimated $178K.
  • Brighton Jones LLC first reported a position in NerdWallet in Q1 2024 and held it in 4 quarters.
  • Brighton Jones LLC's NerdWallet position peaked at $277K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held NerdWallet as of Q1 2025.

Based on Brighton Jones LLC's 13F filing for Q1 2025, filed 17 Apr 2025.