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 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 $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newbridge Financial Services Group's NRDS Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its NerdWallet (NRDS) stake by 94% in Q1 2026, selling an estimated $16.9K and leaving 100 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Newbridge Financial Services Group first reported a position in NRDS in Q4 2021 and has held it in 18 quarters since. The position peaked at $748K in Q1 2022. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

Newbridge Financial Services Group held 100 shares of NerdWallet worth $1.04K as of Q1 2026.
Newbridge Financial Services Group sold 1,500 NerdWallet shares in Q1 2026, an estimated $16.9K.
NerdWallet made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #1078 holding.
Newbridge Financial Services Group first reported a position in NerdWallet in Q4 2021 and has held it in 18 quarters since.
Newbridge Financial Services Group's NerdWallet position peaked at $748K in Q1 2022.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.