Sunrise Financial Services’s NuScale Power SMR Stock Holding History

Sunrise Financial Services’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	–	Sell	-15	Closed	-$163	–	642
2026 Q1	$163	Buy	+15	New	+$228	﹤0.01%	597

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunrise Financial Services's SMR Position: Q2 2026 in Review

Sunrise Financial Services sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 15 shares — an estimated $163 sold.

Sunrise Financial Services first reported a position in SMR in Q1 2026 and held it in 1 quarter. The position peaked at $163 in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Sunrise Financial Services reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 15 NuScale Power shares in Q2 2026, an estimated $163.
Sunrise Financial Services first reported a position in NuScale Power in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's NuScale Power position peaked at $163 in Q1 2026.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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