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 $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 Montreal's SMR Position: Q1 2026 in Review

Bank of Montreal increased its NuScale Power (SMR) stake by 93% in Q1 2026, buying an estimated $184K and bringing the position to 25,178 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Bank of Montreal first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.05M in Q3 2025. 494 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Bank of Montreal held 25,178 shares of NuScale Power worth $273K as of Q1 2026.
  • Bank of Montreal bought 12,112 NuScale Power shares in Q1 2026, an estimated $184K.
  • NuScale Power made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2735 holding.
  • Bank of Montreal first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
  • Bank of Montreal's NuScale Power position peaked at $6.05M in Q3 2025.
  • 494 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

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