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 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	$3.21K	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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PFS Partners's SMR Position: Q2 2026 in Review

PFS Partners increased its NuScale Power (SMR) stake by 1,322% in Q2 2026, buying an estimated $33.8K and bringing the position to 3,227 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #255.

PFS Partners first reported a position in SMR in Q1 2023 and has held it in 14 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

PFS Partners held 3,227 shares of NuScale Power worth $32.4K as of Q2 2026.
PFS Partners bought 3,000 NuScale Power shares in Q2 2026, an estimated $33.8K.
NuScale Power made up 0.01% of PFS Partners's portfolio in Q2 2026, its #255 holding.
PFS Partners first reported a position in NuScale Power in Q1 2023 and has held it in 14 quarters since.
520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.