Centaurus Financial’s NerdWallet NRDS Stock Holding History

Centaurus 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	$1.59M	Sell	153,353 -13,486	-8%	-$152K	0.08%	244
2025 Q4	$2.26M	Sell	166,839 -8,184	-5%	-$107K	0.1%	185
2025 Q3	$1.88M	Hold	175,023	–	–	0.09%	213
2025 Q2	$1.92M	Hold	175,023	–	–	0.11%	192
2025 Q1	$1.58M	Hold	175,023	–	–	0.1%	198
2024 Q4	$2.33M	Sell	175,023 -5,825	-3%	-$77.7K	0.14%	146
2024 Q3	$2.3M	Hold	180,848	–	–	0.15%	144
2024 Q2	$2.64M	Hold	180,848	–	–	0.18%	124
2024 Q1	$2.66M	Sell	180,848 -180,848	-50%	-$2.8M	0.19%	126
2023 Q4	$5.32M	Hold	361,696	–	–	0.4%	57
2023 Q3	$3.21M	Hold	361,696	–	–	0.28%	88
2023 Q2	$3.4M	Hold	361,696	–	–	0.3%	87
2023 Q1	$5.85M	Buy	361,696 +326,917	+940%	+$4.92M	0.47%	49
2022 Q4	$334K	Hold	34,779	–	–	0.03%	465
2022 Q3	$308K	Buy	+34,779	New	+$341K	0.03%	476

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Centaurus Financial's NRDS Position: Q1 2026 in Review

Centaurus Financial reduced its NerdWallet (NRDS) stake by 8.1% in Q1 2026, selling an estimated $152K and leaving 153,353 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #244.

Centaurus Financial first reported a position in NRDS in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.85M in Q1 2023. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

Centaurus Financial held 153,353 shares of NerdWallet worth $1.59M as of Q1 2026.
Centaurus Financial sold 13,486 NerdWallet shares in Q1 2026, an estimated $152K.
NerdWallet made up 0.08% of Centaurus Financial's portfolio in Q1 2026, its #244 holding.
Centaurus Financial first reported a position in NerdWallet in Q3 2022 and has held it in 15 quarters since.
Centaurus Financial's NerdWallet position peaked at $5.85M in Q1 2023.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.