Jones Financial Companies
NRDY icon

Jones Financial Companies’s Nerdy NRDY Stock Holding History

Jones Financial Companies’s Portfolio NRDY Stock Details NRDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43K Sell
111
-62
-36% -$810 ﹤0.01% 4517
2026
Q1 		$2.08K Sell
173
-145
-46% -$2.08K ﹤0.01% 4140
2025
Q4 		$4.96K Buy
318
+224
+238% +$3.79K ﹤0.01% 3506
2025
Q3 		$1.83K Hold
94
– – ﹤0.01% 3725
2025
Q2 		$2.24K Buy
+94
New +$2.25K ﹤0.01% 3435

Other funds holding NRDY

TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Jones Financial Companies reduced its Nerdy (NRDY) stake by 36% in Q2 2026, selling an estimated $810 and leaving 111 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4517.

Jones Financial Companies first reported a position in NRDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.96K in Q4 2025. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Jones Financial Companies held 111 shares of Nerdy worth $1.43K as of Q2 2026.
  • Jones Financial Companies sold 62 Nerdy shares in Q2 2026, an estimated $810.
  • Nerdy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4517 holding.
  • Jones Financial Companies first reported a position in Nerdy in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Nerdy position peaked at $4.96K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

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