Jefferies Financial Group
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Jefferies Financial Group’s NuScale Power SMR Stock Holding History

Jefferies Financial 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
Q3 		– Sell
-34,500
Closed -$346K – 1771
2026
Q2 		$346K Buy
34,500
+27,334
+381% +$308K ﹤0.01% 1343
2026
Q1 		$77.7K Buy
+7,166
New +$109K ﹤0.01% 1622
2025
Q4 		– Sell
-4,465
Closed -$128K – 2053
2025
Q3 		$161K Buy
+4,465
New +$178K ﹤0.01% 1304

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Morgan Stanley
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Geode Capital Management
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State Street
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Jefferies Financial Group's SMR Position: Q3 2026 in Review

Jefferies Financial Group sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 34,500 shares — an estimated $346K sold.

Jefferies Financial Group first reported a position in SMR in Q3 2025 and held it in 3 quarters. The position peaked at $346K in Q2 2026. 406 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Jefferies Financial Group reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 34,500 NuScale Power shares in Q3 2026, an estimated $346K.
  • Jefferies Financial Group first reported a position in NuScale Power in Q3 2025 and held it in 3 quarters.
  • Jefferies Financial Group's NuScale Power position peaked at $346K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.