AFG
SMR icon

Albion Financial Group’s NuScale Power SMR Stock Holding History

Albion Financial Group’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 		$23.2K Hold
2,310
– – ﹤0.01% 348
2026
Q1 		$25K Hold
2,310
– – ﹤0.01% 334
2025
Q4 		$32.7K Buy
2,310
+265
+13% +$7.58K ﹤0.01% 293
2025
Q3 		$73.6K Hold
2,045
– – ﹤0.01% 223
2025
Q2 		$80.9K Buy
2,045
+425
+26% +$10.7K 0.01% 207
2025
Q1 		$22.9K Buy
1,620
+780
+93% +$15.8K ﹤0.01% 301
2024
Q4 		$15.1K Hold
840
– – ﹤0.01% 362
2024
Q3 		$9.73K Hold
840
– – ﹤0.01% 336
2024
Q2 		$9.82K Buy
+840
New +$5.98K ﹤0.01% 334

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Albion Financial Group's SMR Position: Q2 2026 in Review

Albion Financial Group held its NuScale Power (SMR) position steady in Q2 2026 at 2,310 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Albion Financial Group first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $80.9K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Albion Financial Group held 2,310 shares of NuScale Power worth $23.2K as of Q2 2026.
  • Albion Financial Group left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #348 holding.
  • Albion Financial Group first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Albion Financial Group's NuScale Power position peaked at $80.9K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.