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Symphony Financial’s NuScale Power SMR Stock Holding History

Symphony 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 		$122K Buy
+12,038
New +$136K 0.01% 368
2026
Q1 		– Sell
-10,603
Closed -$151K – 332
2025
Q4 		$151K Buy
+10,603
New +$303K 0.02% 284
2025
Q3 		– Sell
-7,578
Closed -$292K – 286
2025
Q2 		$292K Buy
+7,578
New +$190K 0.04% 202

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

Symphony Financial's SMR Position: Q2 2026 in Review

Symphony Financial opened a new position in NuScale Power (SMR) in Q2 2026: 12,038 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Symphony Financial previously reported a position in SMR as recently as Q4 2025.

Symphony Financial first reported a position in SMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $292K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Symphony Financial held 12,038 shares of NuScale Power worth $122K as of Q2 2026.
  • NuScale Power was a new Symphony Financial position in Q2 2026.
  • NuScale Power made up 0.01% of Symphony Financial's portfolio in Q2 2026, its #368 holding.
  • Symphony Financial first reported a position in NuScale Power in Q2 2025 and has held it in 3 quarters since.
  • Symphony Financial's NuScale Power position peaked at $292K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.