Anfield Capital Management’s NuScale Power SMR Stock Holding History

Anfield Capital Management’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	$25.2K	Buy	2,322 +10	+0.4%	+$152	0.01%	323
2025 Q4	$32.8K	Sell	2,312 -257	-10%	-$7.35K	0.01%	221
2025 Q3	$92.5K	Sell	2,569 -2,000	-44%	-$79.7K	0.03%	136
2025 Q2	$181K	Buy	4,569 +99	+2%	+$2.48K	0.06%	85
2025 Q1	$63.3K	Buy	4,470 +274	+7%	+$5.54K	0.02%	128
2024 Q4	$75.2K	Buy	4,196 +1,658	+65%	+$34.2K	0.03%	115
2024 Q3	$29.4K	Buy	2,538 +1,000	+65%	+$10.2K	0.01%	160
2024 Q2	$18K	Buy	+1,538	New	+$11K	0.01%	153

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Anfield Capital Management's SMR Position: Q1 2026 in Review

Anfield Capital Management increased its NuScale Power (SMR) stake by 0.43% in Q1 2026, buying an estimated $152 and bringing the position to 2,322 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #323.

Anfield Capital Management first reported a position in SMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $181K in Q2 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Anfield Capital Management held 2,322 shares of NuScale Power worth $25.2K as of Q1 2026.
Anfield Capital Management bought 10 NuScale Power shares in Q1 2026, an estimated $152.
NuScale Power made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #323 holding.
Anfield Capital Management first reported a position in NuScale Power in Q2 2024 and has held it in 8 quarters since.
Anfield Capital Management's NuScale Power position peaked at $181K in Q2 2025.
496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.