JFG
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Jefferies Financial Group’s NerdWallet NRDS Stock Holding History

Jefferies Financial Group’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
2025
Q1 		– Sell
-67,725
Closed -$901K – 1877
2024
Q4 		$901K Buy
+67,725
New +$904K 0.01% 917

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's NRDS Position: Q1 2025 in Review

Jefferies Financial Group sold out of NerdWallet (NRDS) in Q1 2025, closing a stake of 67,725 shares — an estimated $901K sold.

Jefferies Financial Group first reported a position in NRDS in Q4 2024 and held it in 1 quarter. The position peaked at $901K in Q4 2024. 134 funds tracked by Wall St. Rank hold NRDS as of Q1 2025.

  • Jefferies Financial Group reported no remaining NerdWallet position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 67,725 NerdWallet shares in Q1 2025, an estimated $901K.
  • Jefferies Financial Group first reported a position in NerdWallet in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's NerdWallet position peaked at $901K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held NerdWallet as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.