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Sequoia Financial Advisors’s NuScale Power SMR Stock Holding History

Sequoia Financial Advisors’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 		$126K Buy
+12,554
New +$142K ﹤0.01% 2049

Other funds holding SMR

CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM

Sequoia Financial Advisors's SMR Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in NuScale Power (SMR) in Q2 2026: 12,554 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings.

79 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Sequoia Financial Advisors held 12,554 shares of NuScale Power worth $126K as of Q2 2026.
  • NuScale Power was a new Sequoia Financial Advisors position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2049 holding.
  • 79 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.