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SBI Securities’s NuScale Power SMR Stock Holding History

SBI 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
Q2 		$593K Buy
59,155
+9,284
+19% +$105K 0.01% 387
2026
Q1 		$541K Buy
49,871
+19,476
+64% +$296K 0.01% 382
2025
Q4 		$431K Sell
30,395
-16,743
-36% -$479K 0.01% 424
2025
Q3 		$1.7M Buy
47,138
+9,452
+25% +$377K 0.04% 210
2025
Q2 		$1.49M Sell
37,686
-9,572
-20% -$240K 0.04% 215
2025
Q1 		$669K Buy
47,258
+31,551
+201% +$638K 0.02% 304
2024
Q4 		$282K Buy
+15,707
New +$324K 0.01% 452

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 $3.37T AUM 44.26% 1-Year Est. Return

SBI Securities's SMR Position: Q2 2026 in Review

SBI Securities increased its NuScale Power (SMR) stake by 19% in Q2 2026, buying an estimated $105K and bringing the position to 59,155 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #387.

SBI Securities first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • SBI Securities held 59,155 shares of NuScale Power worth $593K as of Q2 2026.
  • SBI Securities bought 9,284 NuScale Power shares in Q2 2026, an estimated $105K.
  • NuScale Power made up 0.01% of SBI Securities's portfolio in Q2 2026, its #387 holding.
  • SBI Securities first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's NuScale Power position peaked at $1.7M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.