Rakuten Securities’s NuScale Power SMR Stock Holding History

Rakuten Securities’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	$127K	Sell	16,111 -4,777	-23%	-$42.9K	0.04%	195
2026 Q2	$210K	Sell	20,888 -7,648	-27%	-$86.3K	0.05%	147
2026 Q1	$309K	Sell	28,536 -18,622	-39%	-$283K	0.13%	96
2025 Q4	$668K	Buy	47,158 +17,755	+60%	+$508K	0.22%	64
2025 Q3	$1.06M	Buy	29,403 +6,941	+31%	+$277K	0.39%	51
2025 Q2	$889K	Buy	22,462 +12,249	+120%	+$307K	0.35%	48
2025 Q1	$145K	Buy	10,213 +2,723	+36%	+$55K	0.07%	135
2024 Q4	$134K	Buy	+7,490	New	+$155K	0.05%	131

Other funds holding SMR

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Rakuten Securities's SMR Position: Q3 2026 in Review

Rakuten Securities reduced its NuScale Power (SMR) stake by 23% in Q3 2026, selling an estimated $42.9K and leaving 16,111 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #195.

Rakuten Securities first reported a position in SMR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 406 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Rakuten Securities held 16,111 shares of NuScale Power worth $127K as of Q3 2026.
Rakuten Securities sold 4,777 NuScale Power shares in Q3 2026, an estimated $42.9K.
NuScale Power made up 0.04% of Rakuten Securities's portfolio in Q3 2026, its #195 holding.
Rakuten Securities first reported a position in NuScale Power in Q4 2024 and has held it in 8 quarters since.
Rakuten Securities's NuScale Power position peaked at $1.06M in Q3 2025.
406 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.