Root Financial Partners
SMR icon

Root Financial Partners’s NuScale Power SMR Stock Holding History

Root Financial 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 		$205 Buy
+26
New +$234 ﹤0.01% 3501
2026
Q2 		– Sell
-161
Closed -$1.74K – 2749
2026
Q1 		$1.74K Buy
161
+135
+519% +$2.05K ﹤0.01% 2375
2025
Q4 		$368 Hold
26
– – ﹤0.01% 2244
2025
Q3 		$936 Buy
+26
New +$1.04K ﹤0.01% 2068

Other funds holding SMR

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Samsung C&T Corporation
Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's SMR Position: Q3 2026 in Review

Root Financial Partners opened a new position in NuScale Power (SMR) in Q3 2026: 26 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #3501 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMR as recently as Q1 2026.

Root Financial Partners first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74K in Q1 2026. 352 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Root Financial Partners held 26 shares of NuScale Power worth $205 as of Q3 2026.
  • NuScale Power was a new Root Financial Partners position in Q3 2026.
  • NuScale Power made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3501 holding.
  • Root Financial Partners first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's NuScale Power position peaked at $1.74K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

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