Sunbelt Securities’s Nerdy NRDY Stock Holding History

Sunbelt Securities’s Portfolio NRDY Stock Details NRDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5K	Buy	204 +203	+20,300%	+$2.92K	﹤0.01%	1868
2025 Q4	$8	Buy	+1	New	+$17	﹤0.01%	2767

Other funds holding NRDY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Sunbelt Securities's NRDY Position: Q1 2026 in Review

Sunbelt Securities increased its Nerdy (NRDY) stake by 20,300% in Q1 2026, buying an estimated $2.92K and bringing the position to 204 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Sunbelt Securities first reported a position in NRDY in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold NRDY as of Q1 2026.

Sunbelt Securities held 204 shares of Nerdy worth $2.5K as of Q1 2026.
Sunbelt Securities bought 203 Nerdy shares in Q1 2026, an estimated $2.92K.
Nerdy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1868 holding.
Sunbelt Securities first reported a position in Nerdy in Q4 2025 and has held it in 2 quarters since.
90 funds tracked by Wall St. Rank held Nerdy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.