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Summit Securities Group’s NerdWallet NRDS Stock Holding History

Summit Securities Group’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
Q2 		$18.4K Buy
+1,989
New +$18.6K ﹤0.01% 730
2024
Q2 		– Sell
-559
Closed -$8K – 709
2024
Q1 		$8K Buy
+559
New +$8.64K ﹤0.01% 352

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Summit Securities Group's NRDS Position: Q2 2026 in Review

Summit Securities Group opened a new position in NerdWallet (NRDS) in Q2 2026: 1,989 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NRDS as recently as Q1 2024.

Summit Securities Group first reported a position in NRDS in Q1 2024 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Summit Securities Group held 1,989 shares of NerdWallet worth $18.4K as of Q2 2026.
  • NerdWallet was a new Summit Securities Group position in Q2 2026.
  • NerdWallet made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #730 holding.
  • Summit Securities Group first reported a position in NerdWallet in Q1 2024 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.