Janney Montgomery Scott
NRDS icon

Janney Montgomery Scott’s NerdWallet NRDS Stock Holding History

Janney Montgomery Scott’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 		$702K Buy
75,885
+52,047
+218% +$487K ﹤0.01% 2153
2026
Q1 		$247K Sell
23,838
-171
-0.7% -$1.93K ﹤0.01% 2520
2025
Q4 		$325K Sell
24,009
-59,181
-71% -$774K ﹤0.01% 2503
2025
Q3 		$895K Buy
+83,190
New +$886K ﹤0.01% 1775

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Janney Montgomery Scott's NRDS Position: Q2 2026 in Review

Janney Montgomery Scott increased its NerdWallet (NRDS) stake by 218% in Q2 2026, buying an estimated $487K and bringing the position to 75,885 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Janney Montgomery Scott first reported a position in NRDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $895K in Q3 2025. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Janney Montgomery Scott held 75,885 shares of NerdWallet worth $702K as of Q2 2026.
  • Janney Montgomery Scott bought 52,047 NerdWallet shares in Q2 2026, an estimated $487K.
  • NerdWallet made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2153 holding.
  • Janney Montgomery Scott first reported a position in NerdWallet in Q3 2025 and has held it in 4 quarters since.
  • Janney Montgomery Scott's NerdWallet position peaked at $895K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.