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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
Q2 		$5.79K Buy
577
+277
+92% +$3.13K ﹤0.01% 2707
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 $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
MG
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 $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's SMR Position: Q2 2026 in Review

Larson Financial Group increased its NuScale Power (SMR) stake by 92% in Q2 2026, buying an estimated $3.13K and bringing the position to 577 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Larson Financial Group first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.2K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Larson Financial Group held 577 shares of NuScale Power worth $5.79K as of Q2 2026.
  • Larson Financial Group bought 277 NuScale Power shares in Q2 2026, an estimated $3.13K.
  • NuScale Power made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2707 holding.
  • Larson Financial Group first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's NuScale Power position peaked at $19.2K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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