SignatureFD
SMR icon

SignatureFD’s NuScale Power SMR Stock Holding History

SignatureFD’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 		$60.8K Buy
7,693
+5,642
+275% +$50.7K ﹤0.01% 1852
2026
Q2 		$20.6K Buy
2,051
+519
+34% +$5.85K ﹤0.01% 2332
2026
Q1 		$16.6K Buy
1,532
+561
+58% +$8.54K ﹤0.01% 2285
2025
Q4 		$13.8K Sell
971
-199
-17% -$5.69K ﹤0.01% 2283
2025
Q3 		$42.1K Buy
1,170
+173
+17% +$6.89K ﹤0.01% 1726
2025
Q2 		$39.4K Buy
997
+15
+2% +$376 ﹤0.01% 1715
2025
Q1 		$13.9K Buy
982
+132
+16% +$2.67K ﹤0.01% 2230
2024
Q4 		$15.2K Hold
850
– – ﹤0.01% 2199
2024
Q3 		$9.8K Buy
850
+100
+13% +$1.02K ﹤0.01% 2342
2024
Q2 		$8.77K Buy
750
+50
+7% +$356 ﹤0.01% 2325
2024
Q1 		$3.72K Sell
700
-270
-28% -$969 ﹤0.01% 2631
2023
Q4 		$3.19K Buy
+970
New +$3.45K ﹤0.01% 2642

Other funds holding SMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Once Capital Management
Once Capital Management New York $783M AUM 74.43% 1-Year Est. Return

SignatureFD's SMR Position: Q3 2026 in Review

SignatureFD increased its NuScale Power (SMR) stake by 275% in Q3 2026, buying an estimated $50.7K and bringing the position to 7,693 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

SignatureFD first reported a position in SMR in Q4 2023 and has held it in 12 quarters since. 238 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • SignatureFD held 7,693 shares of NuScale Power worth $60.8K as of Q3 2026.
  • SignatureFD bought 5,642 NuScale Power shares in Q3 2026, an estimated $50.7K.
  • NuScale Power made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1852 holding.
  • SignatureFD first reported a position in NuScale Power in Q4 2023 and has held it in 12 quarters since.
  • 238 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.