AB
SMR icon

Amalgamated Bank’s NuScale Power SMR Stock Holding History

Amalgamated Bank’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 		– Sell
-3,984
Closed -$56K – 2645
2025
Q4 		$56K Sell
3,984
-124
-3% -$3.55K ﹤0.01% 1808
2025
Q3 		$148K Buy
4,108
+991
+32% +$39.5K ﹤0.01% 1640
2025
Q2 		$123K Hold
3,117
– – ﹤0.01% 1665
2025
Q1 		$44K Buy
3,117
+228
+8% +$4.61K ﹤0.01% 1820
2024
Q4 		$52K Buy
2,889
+986
+52% +$20.3K ﹤0.01% 1830
2024
Q3 		$22K Hold
1,903
– – ﹤0.01% 2100
2024
Q2 		$22K Hold
1,903
– – ﹤0.01% 2086
2024
Q1 		$10K Sell
1,903
-4,997
-72% -$17.9K ﹤0.01% 2458
2023
Q4 		$23K Sell
6,900
-333
-5% -$1.18K ﹤0.01% 2593
2023
Q3 		$35K Hold
7,233
– – ﹤0.01% 2401
2023
Q2 		$49K Buy
7,233
+3,949
+120% +$32K ﹤0.01% 2334
2023
Q1 		$30K Sell
3,284
-765
-19% -$7.67K ﹤0.01% 2506
2022
Q4 		$42K Hold
4,049
– – ﹤0.01% 2502
2022
Q3 		$47K Buy
4,049
+1,876
+86% +$24.6K ﹤0.01% 2485
2022
Q2 		$22K Buy
+2,173
New +$21.7K ﹤0.01% 2838

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Amalgamated Bank's SMR Position: Q1 2026 in Review

Amalgamated Bank sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 3,984 shares — an estimated $56K sold.

Amalgamated Bank first reported a position in SMR in Q2 2022 and held it in 15 quarters. The position peaked at $148K in Q3 2025. 494 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Amalgamated Bank reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 3,984 NuScale Power shares in Q1 2026, an estimated $56K.
  • Amalgamated Bank first reported a position in NuScale Power in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's NuScale Power position peaked at $148K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.