Jones Financial Companies
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Jones Financial Companies’s NuScale Power SMR Stock Holding History

Jones Financial Companies’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 		$2.71M Buy
268,710
+59,186
+28% +$668K ﹤0.01% 1452
2026
Q1 		$2.16M Buy
209,524
+57,513
+38% +$875K ﹤0.01% 1396
2025
Q4 		$2.15M Buy
152,011
+32,272
+27% +$923K ﹤0.01% 914
2025
Q3 		$4.55M Buy
119,739
+30,016
+33% +$1.2M ﹤0.01% 598
2025
Q2 		$3.43M Buy
89,723
+21,526
+32% +$540K ﹤0.01% 599
2025
Q1 		$1.02M Buy
68,197
+52,798
+343% +$1.07M ﹤0.01% 849
2024
Q4 		$276K Buy
15,399
+13,405
+672% +$277K ﹤0.01% 1210
2024
Q3 		$25K Buy
1,994
+1,494
+299% +$15.2K ﹤0.01% 1871
2024
Q2 		$5.84K Buy
+500
New +$3.56K ﹤0.01% 1907

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
Marex Group
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 $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's SMR Position: Q2 2026 in Review

Jones Financial Companies increased its NuScale Power (SMR) stake by 28% in Q2 2026, buying an estimated $668K and bringing the position to 268,710 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Jones Financial Companies first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.55M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Jones Financial Companies held 268,710 shares of NuScale Power worth $2.71M as of Q2 2026.
  • Jones Financial Companies bought 59,186 NuScale Power shares in Q2 2026, an estimated $668K.
  • NuScale Power made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1452 holding.
  • Jones Financial Companies first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's NuScale Power position peaked at $4.55M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.