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Larson Financial Group’s NuScale Power SMR Stock Holding History

Larson 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
Q1 		$3.25K Sell
300
-83
-22% -$1.26K ﹤0.01% 2791
2025
Q4 		$5.43K Sell
383
-106
-22% -$3.03K ﹤0.01% 2427
2025
Q3 		$17.6K Buy
489
+4
+0.8% +$159 ﹤0.01% 1713
2025
Q2 		$19.2K Buy
485
+142
+41% +$3.56K ﹤0.01% 1508
2025
Q1 		$4.86K Hold
343
– – ﹤0.01% 1889
2024
Q4 		$6.15K Buy
343
+300
+698% +$6.19K ﹤0.01% 1617
2024
Q3 		$498 Buy
+43
New +$439 ﹤0.01% 2130

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

Larson Financial Group's SMR Position: Q1 2026 in Review

Larson Financial Group reduced its NuScale Power (SMR) stake by 22% in Q1 2026, selling an estimated $1.26K and leaving 300 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Larson Financial Group first reported a position in SMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.2K in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Larson Financial Group held 300 shares of NuScale Power worth $3.25K as of Q1 2026.
  • Larson Financial Group sold 83 NuScale Power shares in Q1 2026, an estimated $1.26K.
  • NuScale Power made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2791 holding.
  • Larson Financial Group first reported a position in NuScale Power in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's NuScale Power position peaked at $19.2K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

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