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JT Stratford LLC’s NerdWallet NRDS Stock Holding History

JT Stratford LLC’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 		$108K Buy
+10,423
New +$117K 0.01% 293
2025
Q2 		– Sell
-17,694
Closed -$160K – 323
2025
Q1 		$160K Buy
+17,694
New +$212K 0.03% 274

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

JT Stratford LLC's NRDS Position: Q1 2026 in Review

JT Stratford LLC opened a new position in NerdWallet (NRDS) in Q1 2026: 10,423 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in NRDS as recently as Q1 2025.

JT Stratford LLC first reported a position in NRDS in Q1 2025 and has held it in 2 quarters since. The position peaked at $160K in Q1 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • JT Stratford LLC held 10,423 shares of NerdWallet worth $108K as of Q1 2026.
  • NerdWallet was a new JT Stratford LLC position in Q1 2026.
  • NerdWallet made up 0.01% of JT Stratford LLC's portfolio in Q1 2026, its #293 holding.
  • JT Stratford LLC first reported a position in NerdWallet in Q1 2025 and has held it in 2 quarters since.
  • JT Stratford LLC's NerdWallet position peaked at $160K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.