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 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 New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's SMR Position: Q1 2026 in Review

TFC Financial Management reduced its NuScale Power (SMR) stake by 4.5% in Q1 2026, selling an estimated $2.57K and leaving 3,627 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

TFC Financial Management first reported a position in SMR in Q4 2022 and has held it in 12 quarters since. The position peaked at $168K in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

TFC Financial Management held 3,627 shares of NuScale Power worth $39.3K as of Q1 2026.
TFC Financial Management sold 169 NuScale Power shares in Q1 2026, an estimated $2.57K.
NuScale Power made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #293 holding.
TFC Financial Management first reported a position in NuScale Power in Q4 2022 and has held it in 12 quarters since.
TFC Financial Management's NuScale Power position peaked at $168K in Q2 2025.
493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.