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Allworth Financial’s NuScale Power SMR Stock Holding History

Allworth 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 		$177K Buy
17,599
+4,815
+38% +$54.3K ﹤0.01% 1560
2026
Q1 		$139K Buy
12,784
+2,147
+20% +$32.7K ﹤0.01% 1623
2025
Q4 		$151K Buy
10,637
+145
+1% +$4.15K ﹤0.01% 1496
2025
Q3 		$378K Buy
10,492
+758
+8% +$30.2K ﹤0.01% 1008
2025
Q2 		$385K Buy
9,734
+1,295
+15% +$32.5K ﹤0.01% 920
2025
Q1 		$140K Sell
8,439
-376
-4% -$7.6K ﹤0.01% 1080
2024
Q4 		$225K Buy
8,815
+7,815
+782% +$161K ﹤0.01% 909
2024
Q3 		$11.6K Buy
+1,000
New +$10.2K ﹤0.01% 2194

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

Allworth Financial's SMR Position: Q2 2026 in Review

Allworth Financial increased its NuScale Power (SMR) stake by 38% in Q2 2026, buying an estimated $54.3K and bringing the position to 17,599 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Allworth Financial first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $385K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Allworth Financial held 17,599 shares of NuScale Power worth $177K as of Q2 2026.
  • Allworth Financial bought 4,815 NuScale Power shares in Q2 2026, an estimated $54.3K.
  • NuScale Power made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1560 holding.
  • Allworth Financial first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • Allworth Financial's NuScale Power position peaked at $385K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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