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COMPASS FINANCIAL MANAGEMENT LLC’s NuScale Power SMR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$10.8K Buy
+1,114
New +$12.6K ﹤0.01% 1036

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.7B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SMR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NuScale Power (SMR) in Q2 2026: 1,114 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings.

364 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,114 shares of NuScale Power worth $10.8K as of Q2 2026.
  • NuScale Power was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • NuScale Power made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1036 holding.
  • 364 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.