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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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's SMR Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.