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Private Trust Company’s NuScale Power SMR Stock Holding History

Private Trust Company’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 		$110 Buy
+11
New +$124 ﹤0.01% 2678
2024
Q3 		– Sell
-400
Closed -$4.68K – 2350
2024
Q2 		$4.68K Buy
400
+200
+100% +$1.43K ﹤0.01% 1956
2024
Q1 		$1.06K Buy
+200
New +$718 ﹤0.01% 2156

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 $3.38T AUM 44.17% 1-Year Est. Return

Private Trust Company's SMR Position: Q2 2026 in Review

Private Trust Company opened a new position in NuScale Power (SMR) in Q2 2026: 11 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #2678 among its holdings. This is a return to the name: Private Trust Company previously reported a position in SMR as recently as Q2 2024.

Private Trust Company first reported a position in SMR in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.68K in Q2 2024. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Private Trust Company held 11 shares of NuScale Power worth $110 as of Q2 2026.
  • NuScale Power was a new Private Trust Company position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2678 holding.
  • Private Trust Company first reported a position in NuScale Power in Q1 2024 and has held it in 3 quarters since.
  • Private Trust Company's NuScale Power position peaked at $4.68K in Q2 2024.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.