Farther Finance Advisors’s NerdWallet NRDS Stock Holding History

Farther Finance 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 Q2	$11.9K	Buy	1,285 +1,212	+1,660%	+$11.3K	﹤0.01%	4308
2026 Q1	$756	Sell	73 -78	-52%	-$878	﹤0.01%	5180
2025 Q4	$2.05K	Buy	151 +136	+907%	+$1.78K	﹤0.01%	4683
2025 Q3	$161	Buy	+15	New	+$160	﹤0.01%	4767
2025 Q1	–	Sell	-5	Closed	-$67	–	4371
2024 Q4	$67	Hold	5	–	–	﹤0.01%	3842
2024 Q3	$64	Hold	5	–	–	﹤0.01%	3843
2024 Q2	$73	Hold	5	–	–	﹤0.01%	3646
2024 Q1	$72	Hold	5	–	–	﹤0.01%	3426
2023 Q4	$74	Buy	+5	New	+$55	﹤0.01%	3344

Other funds holding NRDS

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's NRDS Position: Q2 2026 in Review

Farther Finance Advisors increased its NerdWallet (NRDS) stake by 1,660% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,285 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4308.

Farther Finance Advisors first reported a position in NRDS in Q4 2023 and has held it in 9 quarters since. 14 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Farther Finance Advisors held 1,285 shares of NerdWallet worth $11.9K as of Q2 2026.
Farther Finance Advisors bought 1,212 NerdWallet shares in Q2 2026, an estimated $11.3K.
NerdWallet made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4308 holding.
Farther Finance Advisors first reported a position in NerdWallet in Q4 2023 and has held it in 9 quarters since.
14 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.