Root Financial Partners’s NerdWallet NRDS Stock Holding History

Root Financial Partners’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	$1.59K	Buy	+153	New	+$1.72K	﹤0.01%	2414

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

Root Financial Partners's NRDS Position: Q1 2026 in Review

Root Financial Partners opened a new position in NerdWallet (NRDS) in Q1 2026: 153 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #2414 among its holdings.

158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

Root Financial Partners held 153 shares of NerdWallet worth $1.59K as of Q1 2026.
NerdWallet was a new Root Financial Partners position in Q1 2026.
NerdWallet made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2414 holding.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.