Janney Montgomery Scott
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Janney Montgomery Scott’s NuScale Power SMR Stock Holding History

Janney Montgomery Scott’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 		$1.18M Buy
117,379
+101,367
+633% +$1.14M ﹤0.01% 1815
2026
Q1 		$174K Buy
16,012
+2,549
+19% +$38.8K ﹤0.01% 2647
2025
Q4 		$191K Sell
13,463
-59,441
-82% -$1.7M ﹤0.01% 2815
2025
Q3 		$2.63M Buy
72,904
+15,903
+28% +$634K 0.01% 1191
2025
Q2 		$2.25M Sell
57,001
-27,777
-33% -$697K 0.01% 1152
2025
Q1 		$1.2M Buy
84,778
+73,504
+652% +$1.49M ﹤0.01% 1434
2024
Q4 		$202K Buy
+11,274
New +$233K ﹤0.01% 2545
2024
Q1 		– Sell
-64,500
Closed -$212K – 2820
2023
Q4 		$212K Buy
64,500
+19,800
+44% +$70.4K ﹤0.01% 2432
2023
Q3 		$219K Buy
44,700
+900
+2% +$5.93K ﹤0.01% 2339
2023
Q2 		$298K Buy
43,800
+12,500
+40% +$101K ﹤0.01% 2225
2023
Q1 		$285K Buy
31,300
+10,200
+48% +$102K ﹤0.01% 2080
2022
Q4 		$216K Buy
21,100
+8,900
+73% +$98.5K ﹤0.01% 2333
2022
Q3 		$142K Buy
+12,200
New +$160K ﹤0.01% 2357

Other funds holding SMR

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

Janney Montgomery Scott's SMR Position: Q2 2026 in Review

Janney Montgomery Scott increased its NuScale Power (SMR) stake by 633% in Q2 2026, buying an estimated $1.14M and bringing the position to 117,379 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Janney Montgomery Scott first reported a position in SMR in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.63M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Janney Montgomery Scott held 117,379 shares of NuScale Power worth $1.18M as of Q2 2026.
  • Janney Montgomery Scott bought 101,367 NuScale Power shares in Q2 2026, an estimated $1.14M.
  • NuScale Power made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1815 holding.
  • Janney Montgomery Scott first reported a position in NuScale Power in Q3 2022 and has held it in 13 quarters since.
  • Janney Montgomery Scott's NuScale Power position peaked at $2.63M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.