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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
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 $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

Larson Financial Group's NRDS Position: Q1 2026 in Review

Larson Financial Group increased its NerdWallet (NRDS) stake by 442% in Q1 2026, buying an estimated $2.24K and bringing the position to 244 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Larson Financial Group first reported a position in NRDS in Q4 2025 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Larson Financial Group held 244 shares of NerdWallet worth $2.53K as of Q1 2026.
  • Larson Financial Group bought 199 NerdWallet shares in Q1 2026, an estimated $2.24K.
  • NerdWallet made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2886 holding.
  • Larson Financial Group first reported a position in NerdWallet in Q4 2025 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.