PFS Partners’s NuScale Power SMR Stock Holding History

PFS Partners’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	$34.8K	Buy	4,405 +1,178	+37%	+$10.6K	0.01%	258
2026 Q2	$32.4K	Buy	3,227 +3,000	+1,322%	+$33.8K	0.01%	255
2026 Q1	$2.46K	Hold	227	–	–	﹤0.01%	505
2025 Q4	$3.22K	Hold	227	–	–	﹤0.01%	474
2025 Q3	$8.17K	Hold	227	–	–	﹤0.01%	365
2025 Q2	$8.98K	Hold	227	–	–	﹤0.01%	324
2025 Q1	$3.22K	Hold	227	–	–	﹤0.01%	370
2024 Q4	$4.07K	Hold	227	–	–	﹤0.01%	364
2024 Q3	$2.63K	Hold	227	–	–	﹤0.01%	392
2024 Q2	$2.65K	Hold	227	–	–	﹤0.01%	374
2024 Q1	$1.21K	Hold	227	–	–	﹤0.01%	424
2023 Q4	$747	Hold	227	–	–	﹤0.01%	430
2023 Q3	$1.11K	Hold	227	–	–	﹤0.01%	425
2023 Q2	$1.54K	Hold	227	–	–	﹤0.01%	434
2023 Q1	$2.06K	Buy	+227	New	+$2.28K	﹤0.01%	328

Other funds holding SMR

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

PFS Partners's SMR Position: Q3 2026 in Review

PFS Partners increased its NuScale Power (SMR) stake by 37% in Q3 2026, buying an estimated $10.6K and bringing the position to 4,405 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #258.

PFS Partners first reported a position in SMR in Q1 2023 and has held it in 15 quarters since. 101 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

PFS Partners held 4,405 shares of NuScale Power worth $34.8K as of Q3 2026.
PFS Partners bought 1,178 NuScale Power shares in Q3 2026, an estimated $10.6K.
NuScale Power made up 0.01% of PFS Partners's portfolio in Q3 2026, its #258 holding.
PFS Partners first reported a position in NuScale Power in Q1 2023 and has held it in 15 quarters since.
101 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.