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

Bank of Montreal’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
Q4 		– Sell
-172,100
Closed -$6.2M – 3815
2025
Q3 		$6.2M Buy
172,100
+60,800
+55% +$2.42M ﹤0.01% 1216
2025
Q2 		$4.4M Buy
+111,300
New +$2.79M ﹤0.01% 1293
2025
Q1 		– Sell
-45,000
Closed -$807K – 3723
2024
Q4 		$807K Buy
+45,000
New +$928K ﹤0.01% 1979

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal's SMR Position: Q2 2026 in Review

Bank of Montreal increased its NuScale Power (SMR) stake by 6.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 26,749 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Bank of Montreal first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Bank of Montreal held 26,749 shares of NuScale Power worth $268K as of Q2 2026.
  • Bank of Montreal bought 1,571 NuScale Power shares in Q2 2026, an estimated $17.7K.
  • NuScale Power made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2838 holding.
  • Bank of Montreal first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Bank of Montreal's NuScale Power position peaked at $6.05M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.