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Stephens Consulting’s NerdWallet NRDS Stock Holding History

Stephens Consulting’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
Q4 		$3.59K Hold
265
– – ﹤0.01% 314
2025
Q3 		$2.85K Hold
265
– – ﹤0.01% 307
2025
Q2 		$2.91K Buy
+265
New +$2.66K ﹤0.01% 452

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stephens Consulting's NRDS Position: Q4 2025 in Review

Stephens Consulting held its NerdWallet (NRDS) position steady in Q4 2025 at 265 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Stephens Consulting first reported a position in NRDS in Q2 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold NRDS as of Q4 2025.

  • Stephens Consulting held 265 shares of NerdWallet worth $3.59K as of Q4 2025.
  • Stephens Consulting left its NerdWallet share count unchanged in Q4 2025.
  • NerdWallet made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #314 holding.
  • Stephens Consulting first reported a position in NerdWallet in Q2 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held NerdWallet as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.