Raymond James Financial
SMR icon

Raymond James Financial’s NuScale Power SMR Stock Holding History

Raymond James Financial’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 		$7.8M Buy
777,615
+174,934
+29% +$1.97M ﹤0.01% 2371
2026
Q1 		$6.53M Buy
602,681
+171,725
+40% +$2.61M ﹤0.01% 2378
2025
Q4 		$6.11M Sell
430,956
-188,407
-30% -$5.39M ﹤0.01% 2351
2025
Q3 		$22.3M Buy
619,363
+258,799
+72% +$10.3M 0.01% 1338
2025
Q2 		$14.3M Buy
360,564
+191,630
+113% +$4.81M ﹤0.01% 1612
2025
Q1 		$2.39M Buy
168,934
+15,295
+10% +$309K ﹤0.01% 2858
2024
Q4 		$2.75M Buy
+153,639
New +$3.17M ﹤0.01% 2731

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

Raymond James Financial's SMR Position: Q2 2026 in Review

Raymond James Financial increased its NuScale Power (SMR) stake by 29% in Q2 2026, buying an estimated $1.97M and bringing the position to 777,615 shares worth $7.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Raymond James Financial first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.3M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Raymond James Financial held 777,615 shares of NuScale Power worth $7.8M as of Q2 2026.
  • Raymond James Financial bought 174,934 NuScale Power shares in Q2 2026, an estimated $1.97M.
  • NuScale Power made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2371 holding.
  • Raymond James Financial first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's NuScale Power position peaked at $22.3M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.