360 Financial’s NuScale Power SMR Stock Holding History

360 Financial’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Sell	16,078 -3,700	-19%	-$41.7K	0.04%	82
2026 Q1	$214K	Buy	+19,778	New	+$301K	0.06%	75
2025 Q4	–	Sell	-10,478	Closed	-$377K	–	90
2025 Q3	$377K	Buy	10,478 +3,700	+55%	+$147K	0.12%	57
2025 Q2	$268K	Buy	+6,778	New	+$170K	0.08%	67

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

360 Financial's SMR Position: Q2 2026 in Review

360 Financial reduced its NuScale Power (SMR) stake by 19% in Q2 2026, selling an estimated $41.7K and leaving 16,078 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #82.

360 Financial first reported a position in SMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $377K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

360 Financial held 16,078 shares of NuScale Power worth $161K as of Q2 2026.
360 Financial sold 3,700 NuScale Power shares in Q2 2026, an estimated $41.7K.
NuScale Power made up 0.04% of 360 Financial's portfolio in Q2 2026, its #82 holding.
360 Financial first reported a position in NuScale Power in Q2 2025 and has held it in 4 quarters since.
360 Financial's NuScale Power position peaked at $377K in Q3 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.