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
2025
Q1 		– Sell
-75,000
Closed -$1.34M – 8533
2024
Q4 		$1.34M Sell
75,000
-25,000
-25% -$516K ﹤0.01% 4781
2024
Q3 		$1.16M Buy
100,000
+75,000
+300% +$765K ﹤0.01% 4962
2024
Q2 		$292K Buy
+25,000
New +$178K ﹤0.01% 5677

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

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. 494 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.
  • 494 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.