Bank of America
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Bank of America’s NuScale Power SMR Stock Holding History

Bank of America’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 		$22.4M Buy
2,062,232
+516,097
+33% +$7.85M ﹤0.01% 2287
2025
Q4 		$21.9M Buy
1,546,135
+80,396
+5% +$2.3M ﹤0.01% 2220
2025
Q3 		$52.8M Sell
1,465,739
-867,509
-37% -$34.6M ﹤0.01% 1714
2025
Q2 		$92.3M Buy
2,333,248
+1,043,676
+81% +$26.2M 0.01% 1213
2025
Q1 		$18.3M Buy
1,289,572
+997,185
+341% +$20.2M ﹤0.01% 2541
2024
Q4 		$5.24M Buy
292,387
+129,792
+80% +$2.68M ﹤0.01% 3549
2024
Q3 		$1.88M Buy
162,595
+55,103
+51% +$562K ﹤0.01% 4606
2024
Q2 		$1.26M Buy
107,492
+67,413
+168% +$480K ﹤0.01% 4755
2024
Q1 		$213K Sell
40,079
-70,420
-64% -$253K ﹤0.01% 5856
2023
Q4 		$364K Buy
110,499
+48,252
+78% +$172K ﹤0.01% 5727
2023
Q3 		$305K Sell
62,247
-4,570
-7% -$30.1K ﹤0.01% 5653
2023
Q2 		$454K Sell
66,817
-28,281
-30% -$229K ﹤0.01% 5345
2023
Q1 		$864K Buy
95,098
+8,285
+10% +$83.1K ﹤0.01% 4995
2022
Q4 		$891K Buy
86,813
+71,393
+463% +$790K ﹤0.01% 4943
2022
Q3 		$180K Sell
15,420
-2,173
-12% -$28.5K ﹤0.01% 6042
2022
Q2 		$176K Buy
+17,593
New +$176K ﹤0.01% 6182

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Bank of America's SMR Position: Q1 2026 in Review

Bank of America increased its NuScale Power (SMR) stake by 33% in Q1 2026, buying an estimated $7.85M and bringing the position to 2,062,232 shares worth $22.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Bank of America first reported a position in SMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $92.3M in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Bank of America held 2,062,232 shares of NuScale Power worth $22.4M as of Q1 2026.
  • Bank of America bought 516,097 NuScale Power shares in Q1 2026, an estimated $7.85M.
  • NuScale Power made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2287 holding.
  • Bank of America first reported a position in NuScale Power in Q2 2022 and has held it in 16 quarters since.
  • Bank of America's NuScale Power position peaked at $92.3M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.