OFS
SMR icon

OneAscent Financial Services’s NuScale Power SMR Stock Holding History

OneAscent Financial Services’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 		$174K Buy
17,340
+643
+4% +$7.25K 0.01% 595
2026
Q1 		$181K Sell
16,697
-5,331
-24% -$81.1K 0.01% 578
2025
Q4 		$312K Sell
22,028
-121
-0.5% -$3.46K 0.03% 342
2025
Q3 		$797K Buy
22,149
+5,244
+31% +$209K 0.05% 224
2025
Q2 		$669K Buy
+16,905
New +$424K 0.05% 258

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

OneAscent Financial Services's SMR Position: Q2 2026 in Review

OneAscent Financial Services increased its NuScale Power (SMR) stake by 3.9% in Q2 2026, buying an estimated $7.25K and bringing the position to 17,340 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #595.

OneAscent Financial Services first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $797K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • OneAscent Financial Services held 17,340 shares of NuScale Power worth $174K as of Q2 2026.
  • OneAscent Financial Services bought 643 NuScale Power shares in Q2 2026, an estimated $7.25K.
  • NuScale Power made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #595 holding.
  • OneAscent Financial Services first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • OneAscent Financial Services's NuScale Power position peaked at $797K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.