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Larson Financial Group’s NerdWallet NRDS Stock Holding History

Larson 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
2026
Q2 		$56 Sell
6
-238
-98% -$2.23K ﹤0.01% 3677
2026
Q1 		$2.53K Buy
244
+199
+442% +$2.24K ﹤0.01% 2886
2025
Q4 		$610 Buy
+45
New +$589 ﹤0.01% 3077

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

Larson Financial Group's NRDS Position: Q2 2026 in Review

Larson Financial Group reduced its NerdWallet (NRDS) stake by 98% in Q2 2026, selling an estimated $2.23K and leaving 6 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Larson Financial Group first reported a position in NRDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.53K in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Larson Financial Group held 6 shares of NerdWallet worth $56 as of Q2 2026.
  • Larson Financial Group sold 238 NerdWallet shares in Q2 2026, an estimated $2.23K.
  • NerdWallet made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3677 holding.
  • Larson Financial Group first reported a position in NerdWallet in Q4 2025 and has held it in 3 quarters since.
  • Larson Financial Group's NerdWallet position peaked at $2.53K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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