Jones Financial Companies
NRDS icon

Jones Financial Companies’s NerdWallet NRDS Stock Holding History

Jones Financial Companies’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 		$2.79K Hold
307
– – ﹤0.01% 4330
2026
Q1 		$3.07K Buy
307
+70
+30% +$788 ﹤0.01% 4021
2025
Q4 		$3.21K Buy
237
+117
+98% +$1.53K ﹤0.01% 3676
2025
Q3 		$1.32K Hold
120
– – ﹤0.01% 3825
2025
Q2 		$1.31K Hold
120
– – ﹤0.01% 3591
2025
Q1 		$1.08K Hold
120
– – ﹤0.01% 3381
2024
Q4 		$1.6K Buy
+120
New +$1.6K ﹤0.01% 3049

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

Jones Financial Companies's NRDS Position: Q2 2026 in Review

Jones Financial Companies held its NerdWallet (NRDS) position steady in Q2 2026 at 307 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4330.

Jones Financial Companies first reported a position in NRDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21K in Q4 2025. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Jones Financial Companies held 307 shares of NerdWallet worth $2.79K as of Q2 2026.
  • Jones Financial Companies left its NerdWallet share count unchanged in Q2 2026.
  • NerdWallet made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4330 holding.
  • Jones Financial Companies first reported a position in NerdWallet in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's NerdWallet position peaked at $3.21K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.