Stifel Financial
SMR icon

Stifel Financial’s NuScale Power SMR Stock Holding History

Stifel Financial’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 		$2.2M Buy
219,217
+69,846
+47% +$788K ﹤0.01% 2003
2026
Q1 		$1.62M Sell
149,371
-47,173
-24% -$718K ﹤0.01% 2115
2025
Q4 		$2.79M Sell
196,544
-17,104
-8% -$489K ﹤0.01% 1708
2025
Q3 		$7.69M Buy
213,648
+25,577
+14% +$1.02M 0.01% 1067
2025
Q2 		$7.44M Sell
188,071
-11,879
-6% -$298K 0.01% 1038
2025
Q1 		$2.83M Buy
199,950
+27,854
+16% +$563K ﹤0.01% 1518
2024
Q4 		$3.09M Buy
172,096
+53,741
+45% +$1.11M ﹤0.01% 1499
2024
Q3 		$1.37M Buy
118,355
+100,995
+582% +$1.03M ﹤0.01% 2017
2024
Q2 		$203K Buy
+17,360
New +$124K ﹤0.01% 3111

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

Stifel Financial's SMR Position: Q2 2026 in Review

Stifel Financial increased its NuScale Power (SMR) stake by 47% in Q2 2026, buying an estimated $788K and bringing the position to 219,217 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Stifel Financial first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.69M in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Stifel Financial held 219,217 shares of NuScale Power worth $2.2M as of Q2 2026.
  • Stifel Financial bought 69,846 NuScale Power shares in Q2 2026, an estimated $788K.
  • NuScale Power made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2003 holding.
  • Stifel Financial first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Stifel Financial's NuScale Power position peaked at $7.69M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.