Rockefeller Capital Management’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$872 Buy
+84
New +$946 ﹤0.01% 4505
2023
Q1
Sell
-3
Closed 3232
2022
Q4
$0 Buy
+3
New +$34 ﹤0.01% 4095

Other funds holding NRDS

Rockefeller Capital Management's NRDS Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in NerdWallet (NRDS) in Q1 2026: 84 shares worth $872. The stake represents ﹤0.01% of the portfolio and ranks #4505 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in NRDS as recently as Q4 2022.

Rockefeller Capital Management first reported a position in NRDS in Q4 2022 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Rockefeller Capital Management held 84 shares of NerdWallet worth $872 as of Q1 2026.
  • NerdWallet was a new Rockefeller Capital Management position in Q1 2026.
  • NerdWallet made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4505 holding.
  • Rockefeller Capital Management first reported a position in NerdWallet in Q4 2022 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.