Bank of New York Mellon’s NuScale Power SMR Stock Holding History

Bank of New York Mellon’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	$10.1M	Buy	1,002,562 +520,045	+108%	+$5.87M	﹤0.01%	2023
2026 Q1	$5.23M	Buy	482,517 +86,652	+22%	+$1.32M	﹤0.01%	2294
2025 Q4	$5.61M	Buy	395,865 +3,568	+0.9%	+$102K	﹤0.01%	2254
2025 Q3	$14.1M	Buy	392,297 +35,622	+10%	+$1.42M	﹤0.01%	1741
2025 Q2	$14.1M	Buy	356,675 +98,049	+38%	+$2.46M	﹤0.01%	1706
2025 Q1	$3.66M	Buy	258,626 +12,879	+5%	+$260K	﹤0.01%	2384
2024 Q4	$4.41M	Buy	245,747 +38,239	+18%	+$789K	﹤0.01%	2359
2024 Q3	$2.4M	Sell	207,508 -71,005	-25%	-$724K	﹤0.01%	2664
2024 Q2	$3.26M	Buy	278,513 +137,382	+97%	+$979K	﹤0.01%	2543
2024 Q1	$749K	Sell	141,131 -2,757	-2%	-$9.89K	﹤0.01%	3302
2023 Q4	$473K	Sell	143,888 -4,751	-3%	-$16.9K	﹤0.01%	3586
2023 Q3	$728K	Buy	148,639 +2,844	+2%	+$18.7K	﹤0.01%	3354
2023 Q2	$991K	Buy	145,795 +57,098	+64%	+$463K	﹤0.01%	3199
2023 Q1	$806K	Buy	88,697 +533	+0.6%	+$5.35K	﹤0.01%	3232
2022 Q4	$905K	Buy	88,164 +308	+0.4%	+$3.41K	﹤0.01%	3241
2022 Q3	$1.03M	Buy	87,856 +33,023	+60%	+$434K	﹤0.01%	3190
2022 Q2	$548K	Buy	+54,833	New	+$548K	﹤0.01%	3535

Other funds holding SMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of New York Mellon's SMR Position: Q2 2026 in Review

Bank of New York Mellon increased its NuScale Power (SMR) stake by 108% in Q2 2026, buying an estimated $5.87M and bringing the position to 1,002,562 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Bank of New York Mellon first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.1M in Q3 2025. 342 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Bank of New York Mellon held 1,002,562 shares of NuScale Power worth $10.1M as of Q2 2026.
Bank of New York Mellon bought 520,045 NuScale Power shares in Q2 2026, an estimated $5.87M.
NuScale Power made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2023 holding.
Bank of New York Mellon first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
Bank of New York Mellon's NuScale Power position peaked at $14.1M in Q3 2025.
342 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.