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 Q3	–	Sell	-17,340	Closed	-$174K	–	663
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 New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

OneAscent Financial Services's SMR Position: Q3 2026 in Review

OneAscent Financial Services sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 17,340 shares — an estimated $174K sold.

OneAscent Financial Services first reported a position in SMR in Q2 2025 and held it in 5 quarters. The position peaked at $797K in Q3 2025. 368 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

OneAscent Financial Services reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
OneAscent Financial Services sold 17,340 NuScale Power shares in Q3 2026, an estimated $174K.
OneAscent Financial Services first reported a position in NuScale Power in Q2 2025 and held it in 5 quarters.
OneAscent Financial Services's NuScale Power position peaked at $797K in Q3 2025.
368 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.