3F
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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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

360 Financial's SMR Position: Q1 2026 in Review

360 Financial opened a new position in NuScale Power (SMR) in Q1 2026: 19,778 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings. This is a return to the name: 360 Financial previously reported a position in SMR as recently as Q3 2025.

360 Financial first reported a position in SMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $377K in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • 360 Financial held 19,778 shares of NuScale Power worth $214K as of Q1 2026.
  • NuScale Power was a new 360 Financial position in Q1 2026.
  • NuScale Power made up 0.06% of 360 Financial's portfolio in Q1 2026, its #75 holding.
  • 360 Financial first reported a position in NuScale Power in Q2 2025 and has held it in 3 quarters since.
  • 360 Financial's NuScale Power position peaked at $377K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.