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Thompson Davis & Co’s Nerdy NRDY Stock Holding History

Thompson Davis & Co’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
Q2 		$36.6K Sell
40,000
-41,000
-51% -$35.7K 0.02% 163
2026
Q1 		$66.1K Sell
81,000
-16,000
-16% -$15.3K 0.04% 131
2025
Q4 		$101K Buy
+97,000
New +$109K 0.06% 132

Other funds holding NRDY

CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Thompson Davis & Co's NRDY Position: Q2 2026 in Review

Thompson Davis & Co reduced its Nerdy (NRDY) stake by 51% in Q2 2026, selling an estimated $35.7K and leaving 40,000 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #163.

Thompson Davis & Co first reported a position in NRDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q4 2025. 16 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Thompson Davis & Co held 40,000 shares of Nerdy worth $36.6K as of Q2 2026.
  • Thompson Davis & Co sold 41,000 Nerdy shares in Q2 2026, an estimated $35.7K.
  • Nerdy made up 0.02% of Thompson Davis & Co's portfolio in Q2 2026, its #163 holding.
  • Thompson Davis & Co first reported a position in Nerdy in Q4 2025 and has held it in 3 quarters since.
  • Thompson Davis & Co's Nerdy position peaked at $101K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.