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Indiana Trust & Investment Management’s NuScale Power SMR Stock Holding History

Indiana Trust & Investment 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 		$9.53K Hold
950
– – ﹤0.01% 409
2026
Q1 		$10.3K Hold
950
– – ﹤0.01% 410
2025
Q4 		$13.5K Hold
950
– – ﹤0.01% 387
2025
Q3 		$34.2K Buy
+950
New +$37.9K 0.01% 312

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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

Indiana Trust & Investment Management's SMR Position: Q2 2026 in Review

Indiana Trust & Investment Management held its NuScale Power (SMR) position steady in Q2 2026 at 950 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Indiana Trust & Investment Management first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.2K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Indiana Trust & Investment Management held 950 shares of NuScale Power worth $9.53K as of Q2 2026.
  • Indiana Trust & Investment Management left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #409 holding.
  • Indiana Trust & Investment Management first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Indiana Trust & Investment Management's NuScale Power position peaked at $34.2K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.