Mackenzie Financial’s NerdWallet NRDS Stock Holding History

Mackenzie Financial’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	$1.77M	Buy	191,473 +124,379	+185%	+$1.16M	﹤0.01%	1084
2026 Q1	$696K	Buy	67,094 +44,819	+201%	+$505K	﹤0.01%	1157
2025 Q4	$310K	Buy	+22,275	New	+$291K	﹤0.01%	1375
2023 Q3	–	Sell	-27,940	Closed	-$266K	–	1550
2023 Q2	$266K	Buy	+27,940	New	+$315K	﹤0.01%	1212
2023 Q1	–	Sell	-41,670	Closed	-$400K	–	1584
2022 Q4	$400K	Buy	+41,670	New	+$468K	﹤0.01%	1004

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mackenzie Financial's NRDS Position: Q2 2026 in Review

Mackenzie Financial increased its NerdWallet (NRDS) stake by 185% in Q2 2026, buying an estimated $1.16M and bringing the position to 191,473 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Mackenzie Financial first reported a position in NRDS in Q4 2022 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Mackenzie Financial held 191,473 shares of NerdWallet worth $1.77M as of Q2 2026.
Mackenzie Financial bought 124,379 NerdWallet shares in Q2 2026, an estimated $1.16M.
NerdWallet made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1084 holding.
Mackenzie Financial first reported a position in NerdWallet in Q4 2022 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.