Compass Financial Management
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Compass Financial Management’s NuScale Power SMR Stock Holding History

Compass Financial Management’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 		$5.8K Sell
734
-380
-34% -$3.42K ﹤0.01% 1251
2026
Q2 		$10.8K Buy
+1,114
New +$12.6K ﹤0.01% 1036

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Geode Capital Management
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State Street
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UBS Group
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Marshall Wace
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HRT Financial
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Compass Financial Management's SMR Position: Q3 2026 in Review

Compass Financial Management reduced its NuScale Power (SMR) stake by 34% in Q3 2026, selling an estimated $3.42K and leaving 734 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Compass Financial Management first reported a position in SMR in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.8K in Q2 2026. 406 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Compass Financial Management held 734 shares of NuScale Power worth $5.8K as of Q3 2026.
  • Compass Financial Management sold 380 NuScale Power shares in Q3 2026, an estimated $3.42K.
  • NuScale Power made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1251 holding.
  • Compass Financial Management first reported a position in NuScale Power in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's NuScale Power position peaked at $10.8K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.