Key Financial Inc
SMR icon

Key Financial Inc’s NuScale Power SMR Stock Holding History

Key Financial Inc’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 		$4.34K Hold
550
– – ﹤0.01% 1021
2026
Q2 		$5.52K Hold
550
– – ﹤0.01% 1000
2026
Q1 		$5.96K Hold
550
– – ﹤0.01% 997
2025
Q4 		$7.79K Hold
550
– – ﹤0.01% 943
2025
Q3 		$20.1K Buy
+550
New +$21.9K ﹤0.01% 705

Other funds holding SMR

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Samsung C&T Corporation
Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Key Financial Inc's SMR Position: Q3 2026 in Review

Key Financial Inc held its NuScale Power (SMR) position steady in Q3 2026 at 550 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Key Financial Inc first reported a position in SMR in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.1K in Q3 2025. 335 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Key Financial Inc held 550 shares of NuScale Power worth $4.34K as of Q3 2026.
  • Key Financial Inc left its NuScale Power share count unchanged in Q3 2026.
  • NuScale Power made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1021 holding.
  • Key Financial Inc first reported a position in NuScale Power in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's NuScale Power position peaked at $20.1K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.