Birchbrook
SMR icon

Birchbrook’s NuScale Power SMR Stock Holding History

Birchbrook’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
Q3 		$1.58K Hold
200
– – ﹤0.01% 262
2026
Q2 		$2.01K Buy
200
+140
+233% +$1.58K ﹤0.01% 268
2026
Q1 		$651 Buy
+60
New +$913 ﹤0.01% 270

Other funds holding SMR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Birchbrook's SMR Position: Q3 2026 in Review

Birchbrook held its NuScale Power (SMR) position steady in Q3 2026 at 200 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Birchbrook first reported a position in SMR in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.01K in Q2 2026. 152 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Birchbrook held 200 shares of NuScale Power worth $1.58K as of Q3 2026.
  • Birchbrook left its NuScale Power share count unchanged in Q3 2026.
  • NuScale Power made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #262 holding.
  • Birchbrook first reported a position in NuScale Power in Q1 2026 and has held it in 3 quarters since.
  • Birchbrook's NuScale Power position peaked at $2.01K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.