IFP Advisors
NRDS icon

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
Q3 		$500 Sell
57
-139
-71% -$1.31K ﹤0.01% 4685
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

IFP Advisors's NRDS Position: Q3 2026 in Review

IFP Advisors reduced its NerdWallet (NRDS) stake by 71% in Q3 2026, selling an estimated $1.31K and leaving 57 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #4685.

IFP Advisors first reported a position in NRDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3K in Q2 2025. 48 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

  • IFP Advisors held 57 shares of NerdWallet worth $500 as of Q3 2026.
  • IFP Advisors sold 139 NerdWallet shares in Q3 2026, an estimated $1.31K.
  • NerdWallet made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4685 holding.
  • IFP Advisors first reported a position in NerdWallet in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's NerdWallet position peaked at $3K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.