Sandy Spring Bank’s NuScale Power SMR Stock Holding History

Sandy Spring Bank’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
2025 Q1	$7.08K	Buy	500 +200	+67%	+$4.04K	﹤0.01%	900
2024 Q4	$5.38K	Buy	+300	New	+$6.19K	﹤0.01%	966

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sandy Spring Bank's SMR Position: Q1 2025 in Review

Sandy Spring Bank increased its NuScale Power (SMR) stake by 67% in Q1 2025, buying an estimated $4.04K and bringing the position to 500 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Sandy Spring Bank first reported a position in SMR in Q4 2024 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

Sandy Spring Bank held 500 shares of NuScale Power worth $7.08K as of Q1 2025.
Sandy Spring Bank bought 200 NuScale Power shares in Q1 2025, an estimated $4.04K.
NuScale Power made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #900 holding.
Sandy Spring Bank first reported a position in NuScale Power in Q4 2024 and has held it in 2 quarters since.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.