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TFC Financial Management’s NuScale Power SMR Stock Holding History

TFC Financial Management’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 		$36.4K Hold
3,627
– – ﹤0.01% 324
2026
Q1 		$39.3K Sell
3,627
-169
-4% -$2.57K ﹤0.01% 293
2025
Q4 		$53.8K Sell
3,796
-280
-7% -$8.01K 0.01% 267
2025
Q3 		$147K Sell
4,076
-169
-4% -$6.74K 0.02% 148
2025
Q2 		$168K Buy
4,245
+522
+14% +$13.1K 0.02% 142
2025
Q1 		$52.7K Sell
3,723
-2,778
-43% -$56.1K 0.01% 253
2024
Q4 		$117K Buy
6,501
+96
+1% +$1.98K 0.02% 173
2024
Q3 		$74.2K Hold
6,405
– – 0.01% 221
2024
Q2 		$74.9K Buy
+6,405
New +$45.6K 0.01% 203
2023
Q4 		– Sell
-4,400
Closed -$21.6K – 720
2023
Q3 		$21.6K Buy
4,400
+2,200
+100% +$14.5K 0.01% 288
2023
Q2 		$15K Hold
2,200
– – ﹤0.01% 310
2023
Q1 		$20K Hold
2,200
– – 0.01% 314
2022
Q4 		$22.6K Buy
+2,200
New +$24.4K 0.01% 249

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

TFC Financial Management's SMR Position: Q2 2026 in Review

TFC Financial Management held its NuScale Power (SMR) position steady in Q2 2026 at 3,627 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

TFC Financial Management first reported a position in SMR in Q4 2022 and has held it in 13 quarters since. The position peaked at $168K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • TFC Financial Management held 3,627 shares of NuScale Power worth $36.4K as of Q2 2026.
  • TFC Financial Management left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #324 holding.
  • TFC Financial Management first reported a position in NuScale Power in Q4 2022 and has held it in 13 quarters since.
  • TFC Financial Management's NuScale Power position peaked at $168K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.