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Farther Finance Advisors’s NuScale Power SMR Stock Holding History

Farther Finance Advisors’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 		$175K Sell
22,154
-3,637
-14% -$32.7K ﹤0.01% 2405
2026
Q2 		$259K Sell
25,791
-3,758
-13% -$42.4K ﹤0.01% 2053
2026
Q1 		$303K Sell
29,549
-8,433
-22% -$128K ﹤0.01% 1724
2025
Q4 		$538K Buy
37,982
+3,960
+12% +$113K 0.01% 1259
2025
Q3 		$1.22M Buy
34,022
+16,256
+92% +$648K 0.02% 630
2025
Q2 		$703K Buy
17,766
+4,864
+38% +$122K 0.01% 749
2025
Q1 		$189K Buy
12,902
+833
+7% +$16.8K ﹤0.01% 1253
2024
Q4 		$216K Buy
12,069
+63
+0.5% +$1.3K 0.01% 957
2024
Q3 		$139K Hold
12,006
– – 0.01% 1160
2024
Q2 		$131K Hold
12,006
– – 0.01% 1014
2024
Q1 		$62.9K Buy
12,006
+11,958
+24,913% +$42.9K ﹤0.01% 1101
2023
Q4 		$158 Buy
48
+21
+78% +$75 ﹤0.01% 3257
2023
Q3 		$132 Buy
+27
New +$178 ﹤0.01% 2526
2023
Q2 		– Sell
-11
Closed -$100 – 2561
2023
Q1 		$100 Hold
11
– – ﹤0.01% 2282
2022
Q4 		$113 Buy
+11
New +$122 ﹤0.01% 2126

Other funds holding SMR

KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Farther Finance Advisors's SMR Position: Q3 2026 in Review

Farther Finance Advisors reduced its NuScale Power (SMR) stake by 14% in Q3 2026, selling an estimated $32.7K and leaving 22,154 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Farther Finance Advisors first reported a position in SMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2025. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Farther Finance Advisors held 22,154 shares of NuScale Power worth $175K as of Q3 2026.
  • Farther Finance Advisors sold 3,637 NuScale Power shares in Q3 2026, an estimated $32.7K.
  • NuScale Power made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2405 holding.
  • Farther Finance Advisors first reported a position in NuScale Power in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's NuScale Power position peaked at $1.22M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.