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Ballast Financial Advisors’s NuScale Power SMR Stock Holding History

Ballast Financial Advisors’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 		$203K Buy
20,201
+1
+0% +$11 0.18% 71
2026
Q1 		$219K Hold
20,200
– – 0.22% 67
2025
Q4 		$286K Buy
+20,200
New +$578K 0.29% 57

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

Ballast Financial Advisors's SMR Position: Q2 2026 in Review

Ballast Financial Advisors increased its NuScale Power (SMR) stake by 0% in Q2 2026, buying an estimated $11 and bringing the position to 20,201 shares worth $203K. The position accounts for 0.18% of the portfolio, ranked #71.

Ballast Financial Advisors first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Ballast Financial Advisors held 20,201 shares of NuScale Power worth $203K as of Q2 2026.
  • Ballast Financial Advisors bought 1 NuScale Power share in Q2 2026, an estimated $11.
  • NuScale Power made up 0.18% of Ballast Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Ballast Financial Advisors first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • Ballast Financial Advisors's NuScale Power position peaked at $286K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.