Northern Trust’s NerdWallet NRDS Stock Holding History

Northern Trust’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	$3.16M	Buy	341,362 +37,732	+12%	+$353K	﹤0.01%	2892
2026 Q1	$3.15M	Sell	303,630 -7,184	-2%	-$80.9K	﹤0.01%	2713
2025 Q4	$4.21M	Sell	310,814 -24,553	-7%	-$321K	﹤0.01%	2572
2025 Q3	$3.61M	Buy	335,367 +4,714	+1%	+$50.2K	﹤0.01%	2689
2025 Q2	$3.63M	Buy	330,653 +3,998	+1%	+$40.1K	﹤0.01%	2654
2025 Q1	$2.96M	Sell	326,655 -2,671	-0.8%	-$32K	﹤0.01%	2702
2024 Q4	$4.38M	Sell	329,326 -22,535	-6%	-$301K	﹤0.01%	2580
2024 Q3	$4.47M	Buy	351,861 +39,927	+13%	+$528K	﹤0.01%	2554
2024 Q2	$4.55M	Sell	311,934 -7,718	-2%	-$106K	﹤0.01%	2457
2024 Q1	$4.7M	Sell	319,652 -7,691	-2%	-$119K	﹤0.01%	2501
2023 Q4	$4.82M	Buy	327,343 +264	+0.1%	+$2.91K	﹤0.01%	2544
2023 Q3	$2.91M	Buy	327,079 +12,031	+4%	+$112K	﹤0.01%	2733
2023 Q2	$2.96M	Buy	315,048 +69,491	+28%	+$785K	﹤0.01%	2789
2023 Q1	$3.97M	Buy	245,557 +8,850	+4%	+$133K	﹤0.01%	2596
2022 Q4	$2.27M	Buy	236,707 +14,008	+6%	+$157K	﹤0.01%	2937
2022 Q3	$1.98M	Buy	222,699 +35,853	+19%	+$352K	﹤0.01%	3011
2022 Q2	$1.48M	Buy	186,846 +174,063	+1,362%	+$1.77M	﹤0.01%	3215
2022 Q1	$153K	Hold	12,783	–	–	﹤0.01%	4219
2021 Q4	$199K	Buy	+12,783	New	+$250K	﹤0.01%	4197

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

Northern Trust's NRDS Position: Q2 2026 in Review

Northern Trust increased its NerdWallet (NRDS) stake by 12% in Q2 2026, buying an estimated $353K and bringing the position to 341,362 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Northern Trust first reported a position in NRDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82M in Q4 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Northern Trust held 341,362 shares of NerdWallet worth $3.16M as of Q2 2026.
Northern Trust bought 37,732 NerdWallet shares in Q2 2026, an estimated $353K.
NerdWallet made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #2892 holding.
Northern Trust first reported a position in NerdWallet in Q4 2021 and has held it in 19 quarters since.
Northern Trust's NerdWallet position peaked at $4.82M in Q4 2023.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.