IFS Group’s NuScale Power SMR Stock Holding History

IFS Group’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	$198K	Hold	19,700	–	–	0.27%	87
2026 Q1	$214K	Buy	+19,700	New	+$300K	0.19%	138

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFS Group's SMR Position: Q2 2026 in Review

IFS Group held its NuScale Power (SMR) position steady in Q2 2026 at 19,700 shares worth $198K. The position accounts for 0.27% of the portfolio, ranked #87.

IFS Group first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

IFS Group held 19,700 shares of NuScale Power worth $198K as of Q2 2026.
IFS Group left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up 0.27% of IFS Group's portfolio in Q2 2026, its #87 holding.
IFS Group first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
IFS Group's NuScale Power position peaked at $214K in Q1 2026.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.