James T. Borello RIA’s NerdWallet NRDS Stock Holding History

James T. Borello RIA’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	–	Sell	-8	Closed	-$83	–	1273
2026 Q1	$83	Buy	+8	New	+$90	﹤0.01%	1183

Other funds holding NRDS

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

James T. Borello RIA's NRDS Position: Q2 2026 in Review

James T. Borello RIA sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 8 shares — an estimated $83 sold.

James T. Borello RIA first reported a position in NRDS in Q1 2026 and held it in 1 quarter. The position peaked at $83 in Q1 2026. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

James T. Borello RIA reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 8 NerdWallet shares in Q2 2026, an estimated $83.
James T. Borello RIA first reported a position in NerdWallet in Q1 2026 and held it in 1 quarter.
James T. Borello RIA's NerdWallet position peaked at $83 in Q1 2026.
147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.