NFSG
NRDS icon

Newbridge Financial Services Group’s NerdWallet NRDS Stock Holding History

Newbridge Financial Services 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 		$925 Hold
100
– – ﹤0.01% 1134
2026
Q1 		$1.04K Sell
100
-1,500
-94% -$16.9K ﹤0.01% 1078
2025
Q4 		$21.7K Sell
1,600
-150
-9% -$1.96K ﹤0.01% 622
2025
Q3 		$18.8K Hold
1,750
– – ﹤0.01% 761
2025
Q2 		$19.2K Hold
1,750
– – ﹤0.01% 736
2025
Q1 		$15.8K Hold
1,750
– – ﹤0.01% 597
2024
Q4 		$23.3K Sell
1,750
-500
-22% -$6.67K 0.01% 563
2024
Q3 		$28.6K Sell
2,250
-3,914
-63% -$51.8K 0.01% 318
2024
Q2 		$90K Sell
6,164
-5,941
-49% -$81.4K 0.03% 278
2024
Q1 		$178K Sell
12,105
-3,939
-25% -$60.9K 0.08% 209
2023
Q4 		$236K Sell
16,044
-10,470
-39% -$115K 0.12% 171
2023
Q3 		$236K Buy
26,514
+4,649
+21% +$43.5K 0.12% 173
2023
Q2 		$206K Buy
21,865
+2,656
+14% +$30K 0.1% 198
2023
Q1 		$311K Sell
19,209
-7,700
-29% -$116K 0.17% 133
2022
Q4 		$258K Sell
26,909
-24,475
-48% -$275K 0.15% 141
2022
Q3 		$456K Sell
51,384
-355
-0.7% -$3.48K 0.27% 88
2022
Q2 		$410K Sell
51,739
-10,611
-17% -$108K 0.25% 89
2022
Q1 		$748K Buy
62,350
+25,285
+68% +$324K 0.37% 54
2021
Q4 		$576K Buy
+37,065
New +$725K 0.27% 78

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

Newbridge Financial Services Group's NRDS Position: Q2 2026 in Review

Newbridge Financial Services Group held its NerdWallet (NRDS) position steady in Q2 2026 at 100 shares worth $925. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Newbridge Financial Services Group first reported a position in NRDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $748K in Q1 2022. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Newbridge Financial Services Group held 100 shares of NerdWallet worth $925 as of Q2 2026.
  • Newbridge Financial Services Group left its NerdWallet share count unchanged in Q2 2026.
  • NerdWallet made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1134 holding.
  • Newbridge Financial Services Group first reported a position in NerdWallet in Q4 2021 and has held it in 19 quarters since.
  • Newbridge Financial Services Group's NerdWallet position peaked at $748K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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