Mackenzie Financial
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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
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 $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

Mackenzie Financial's NRDS Position: Q1 2026 in Review

Mackenzie Financial increased its NerdWallet (NRDS) stake by 201% in Q1 2026, buying an estimated $505K and bringing the position to 67,094 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Mackenzie Financial first reported a position in NRDS in Q4 2022 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Mackenzie Financial held 67,094 shares of NerdWallet worth $696K as of Q1 2026.
  • Mackenzie Financial bought 44,819 NerdWallet shares in Q1 2026, an estimated $505K.
  • NerdWallet made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1157 holding.
  • Mackenzie Financial first reported a position in NerdWallet in Q4 2022 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.