CoreCap Advisors’s NerdWallet NRDS Stock Holding History

CoreCap Advisors’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 Q3	$7.9K	Hold	900	–	–	﹤0.01%	2131
2026 Q2	$8.32K	Hold	900	–	–	﹤0.01%	2130
2026 Q1	$9.34K	Hold	900	–	–	﹤0.01%	1969
2025 Q4	$12.2K	Sell	900 -100	-10%	-$1.31K	﹤0.01%	1886
2025 Q3	$10.8K	Hold	1,000	–	–	﹤0.01%	1903
2025 Q2	$11K	Hold	1,000	–	–	﹤0.01%	1838
2025 Q1	$9.05K	Sell	1,000 -200	-17%	-$2.4K	﹤0.01%	1863
2024 Q4	$16K	Hold	1,200	–	–	﹤0.01%	1609
2024 Q3	$15.3K	Hold	1,200	–	–	﹤0.01%	1650
2024 Q2	$17.5K	Buy	1,200 +1,000	+500%	+$13.7K	﹤0.01%	942
2024 Q1	$2.94K	Buy	+200	New	+$3.09K	﹤0.01%	2042
2022 Q4	$1.92K	Buy	+200	New	+$2.24K	﹤0.01%	1938

Other funds holding NRDS

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors's NRDS Position: Q3 2026 in Review

CoreCap Advisors held its NerdWallet (NRDS) position steady in Q3 2026 at 900 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

CoreCap Advisors first reported a position in NRDS in Q4 2022 and has held it in 12 quarters since. The position peaked at $17.5K in Q2 2024. 12 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

CoreCap Advisors held 900 shares of NerdWallet worth $7.9K as of Q3 2026.
CoreCap Advisors left its NerdWallet share count unchanged in Q3 2026.
NerdWallet made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2131 holding.
CoreCap Advisors first reported a position in NerdWallet in Q4 2022 and has held it in 12 quarters since.
CoreCap Advisors's NerdWallet position peaked at $17.5K in Q2 2024.
12 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.