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
2025
Q3 		– Sell
-7
Closed -$77 – 6125
2025
Q2 		$77 Buy
+7
New +$70 ﹤0.01% 6858

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Connor, Clark & Lunn Investment Management (CC&L)
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Raymond James Financial's NRDS Position: Q3 2025 in Review

Raymond James Financial sold out of NerdWallet (NRDS) in Q3 2025, closing a stake of 7 shares — an estimated $77 sold.

Raymond James Financial first reported a position in NRDS in Q2 2025 and held it in 1 quarter. The position peaked at $77 in Q2 2025. 145 funds tracked by Wall St. Rank hold NRDS as of Q3 2025.

  • Raymond James Financial reported no remaining NerdWallet position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 7 NerdWallet shares in Q3 2025, an estimated $77.
  • Raymond James Financial first reported a position in NerdWallet in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's NerdWallet position peaked at $77 in Q2 2025.
  • 145 funds tracked by Wall St. Rank held NerdWallet as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.