State Street
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State Street’s NerdWallet NRDS Stock Holding History

State Street’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 		$9.4M Sell
905,274
-16,868
-2% -$190K ﹤0.01% 2648
2025
Q4 		$12.5M Buy
922,142
+28,844
+3% +$377K ﹤0.01% 2521
2025
Q3 		$9.61M Buy
893,298
+33,482
+4% +$357K ﹤0.01% 2660
2025
Q2 		$9.43M Sell
859,816
-7,131
-0.8% -$71.5K ﹤0.01% 2633
2025
Q1 		$7.85M Sell
866,947
-53,132
-6% -$637K ﹤0.01% 2677
2024
Q4 		$12.2M Buy
920,079
+120,558
+15% +$1.61M ﹤0.01% 2510
2024
Q3 		$10.2M Buy
799,521
+28,785
+4% +$381K ﹤0.01% 2601
2024
Q2 		$11.3M Buy
770,736
+74,655
+11% +$1.02M ﹤0.01% 2496
2024
Q1 		$10.2M Buy
696,081
+12,349
+2% +$191K ﹤0.01% 2577
2023
Q4 		$10.1M Buy
683,732
+46,172
+7% +$509K ﹤0.01% 2583
2023
Q3 		$5.67M Buy
637,560
+46,776
+8% +$437K ﹤0.01% 2860
2023
Q2 		$5.56M Buy
590,784
+92,894
+19% +$1.05M ﹤0.01% 2943
2023
Q1 		$8.06M Buy
497,890
+70,712
+17% +$1.07M ﹤0.01% 2782
2022
Q4 		$4.1M Buy
427,178
+80,809
+23% +$907K ﹤0.01% 3121
2022
Q3 		$3.07M Buy
346,369
+82,464
+31% +$809K ﹤0.01% 3286
2022
Q2 		$2.09M Buy
263,905
+238,760
+950% +$2.42M ﹤0.01% 3460
2022
Q1 		$301K Buy
+25,145
New +$322K ﹤0.01% 4239

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

State Street's NRDS Position: Q1 2026 in Review

State Street reduced its NerdWallet (NRDS) stake by 1.8% in Q1 2026, selling an estimated $190K and leaving 905,274 shares worth $9.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

State Street first reported a position in NRDS in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.5M in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • State Street held 905,274 shares of NerdWallet worth $9.4M as of Q1 2026.
  • State Street sold 16,868 NerdWallet shares in Q1 2026, an estimated $190K.
  • NerdWallet made up ﹤0.01% of State Street's portfolio in Q1 2026, its #2648 holding.
  • State Street first reported a position in NerdWallet in Q1 2022 and has held it in 17 quarters since.
  • State Street's NerdWallet position peaked at $12.5M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.