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 Q2	$1.42M	Hold	153,353	–	–	0.05%	327
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 $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

Centaurus Financial's NRDS Position: Q2 2026 in Review

Centaurus Financial held its NerdWallet (NRDS) position steady in Q2 2026 at 153,353 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #327.

Centaurus Financial first reported a position in NRDS in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.85M in Q1 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Centaurus Financial held 153,353 shares of NerdWallet worth $1.42M as of Q2 2026.
Centaurus Financial left its NerdWallet share count unchanged in Q2 2026.
NerdWallet made up 0.05% of Centaurus Financial's portfolio in Q2 2026, its #327 holding.
Centaurus Financial first reported a position in NerdWallet in Q3 2022 and has held it in 16 quarters since.
Centaurus Financial's NerdWallet position peaked at $5.85M in Q1 2023.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.