Jones Financial Companies
SMR icon

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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's SMR Position: Q1 2026 in Review

Jones Financial Companies increased its NuScale Power (SMR) stake by 38% in Q1 2026, buying an estimated $875K and bringing the position to 209,524 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Jones Financial Companies first reported a position in SMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.55M in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Jones Financial Companies held 209,524 shares of NuScale Power worth $2.16M as of Q1 2026.
  • Jones Financial Companies bought 57,513 NuScale Power shares in Q1 2026, an estimated $875K.
  • NuScale Power made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1396 holding.
  • Jones Financial Companies first reported a position in NuScale Power in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's NuScale Power position peaked at $4.55M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.