Raymond James Financial
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Raymond James Financial’s NerdWallet NRDS Stock Holding History

Raymond James 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 		$565K Buy
+61,117
New +$572K ﹤0.01% 4421
2025
Q3 		– Sell
-7
Closed -$77 – 6125
2025
Q2 		$77 Buy
+7
New +$70 ﹤0.01% 6858

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 $3.38T AUM 44.17% 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

Raymond James Financial's NRDS Position: Q2 2026 in Review

Raymond James Financial opened a new position in NerdWallet (NRDS) in Q2 2026: 61,117 shares worth $565K. The stake represents ﹤0.01% of the portfolio and ranks #4421 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in NRDS as recently as Q2 2025.

Raymond James Financial first reported a position in NRDS in Q2 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Raymond James Financial held 61,117 shares of NerdWallet worth $565K as of Q2 2026.
  • NerdWallet was a new Raymond James Financial position in Q2 2026.
  • NerdWallet made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4421 holding.
  • Raymond James Financial first reported a position in NerdWallet in Q2 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.