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IFP Advisors’s NerdWallet NRDS Stock Holding History

IFP 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 		$1.81K Sell
196
-43
-18% -$402 ﹤0.01% 4272
2026
Q1 		$2.48K Buy
239
+215
+896% +$2.42K ﹤0.01% 3872
2025
Q4 		$325 Sell
24
-77
-76% -$1.01K ﹤0.01% 4383
2025
Q3 		$1.09K Sell
101
-172
-63% -$1.83K ﹤0.01% 3925
2025
Q2 		$3K Buy
+273
New +$2.74K ﹤0.01% 3702
2025
Q1 		– Sell
-11
Closed -$146 – 4536
2024
Q4 		$146 Buy
+11
New +$147 ﹤0.01% 3882

Other funds holding NRDS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's NRDS Position: Q2 2026 in Review

IFP Advisors reduced its NerdWallet (NRDS) stake by 18% in Q2 2026, selling an estimated $402 and leaving 196 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

IFP Advisors first reported a position in NRDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3K in Q2 2025. 9 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • IFP Advisors held 196 shares of NerdWallet worth $1.81K as of Q2 2026.
  • IFP Advisors sold 43 NerdWallet shares in Q2 2026, an estimated $402.
  • NerdWallet made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4272 holding.
  • IFP Advisors first reported a position in NerdWallet in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's NerdWallet position peaked at $3K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.