Janney Montgomery Scott
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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
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 $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janney Montgomery Scott's NRDS Position: Q1 2026 in Review

Janney Montgomery Scott reduced its NerdWallet (NRDS) stake by 0.71% in Q1 2026, selling an estimated $1.93K and leaving 23,838 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Janney Montgomery Scott first reported a position in NRDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $895K in Q3 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Janney Montgomery Scott held 23,838 shares of NerdWallet worth $247K as of Q1 2026.
  • Janney Montgomery Scott sold 171 NerdWallet shares in Q1 2026, an estimated $1.93K.
  • NerdWallet made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2520 holding.
  • Janney Montgomery Scott first reported a position in NerdWallet in Q3 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's NerdWallet position peaked at $895K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.