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Newbridge Financial Services Group’s NuScale Power SMR Stock Holding History

Newbridge Financial Services 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 		$115K Sell
11,470
-5,405
-32% -$61K 0.01% 319
2026
Q1 		$183K Buy
16,875
+225
+1% +$3.42K 0.03% 227
2025
Q4 		$236K Buy
16,650
+2,380
+17% +$68.1K 0.04% 210
2025
Q3 		$514K Buy
14,270
+1,015
+8% +$40.4K 0.08% 187
2025
Q2 		$524K Sell
13,255
-500
-4% -$12.5K 0.09% 176
2025
Q1 		$195K Hold
13,755
– – 0.05% 198
2024
Q4 		$247K Buy
13,755
+6,855
+99% +$141K 0.06% 184
2024
Q3 		$79.9K Buy
6,900
+5,650
+452% +$57.6K 0.03% 214
2024
Q2 		$14.6K Hold
1,250
– – 0.01% 639
2024
Q1 		$6.64K Hold
1,250
– – ﹤0.01% 847
2023
Q4 		$4.11K Hold
1,250
– – ﹤0.01% 886
2023
Q3 		$6.13K Hold
1,250
– – ﹤0.01% 912
2023
Q2 		$8.5K Buy
+1,250
New +$10.1K ﹤0.01% 917

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

Newbridge Financial Services Group's SMR Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its NuScale Power (SMR) stake by 32% in Q2 2026, selling an estimated $61K and leaving 11,470 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #319.

Newbridge Financial Services Group first reported a position in SMR in Q2 2023 and has held it in 13 quarters since. The position peaked at $524K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Newbridge Financial Services Group held 11,470 shares of NuScale Power worth $115K as of Q2 2026.
  • Newbridge Financial Services Group sold 5,405 NuScale Power shares in Q2 2026, an estimated $61K.
  • NuScale Power made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #319 holding.
  • Newbridge Financial Services Group first reported a position in NuScale Power in Q2 2023 and has held it in 13 quarters since.
  • Newbridge Financial Services Group's NuScale Power position peaked at $524K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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