Truist Financial
SMR icon

Truist Financial’s NuScale Power SMR Stock Holding History

Truist 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 		$421K Buy
41,964
+2,469
+6% +$27.9K ﹤0.01% 2318
2026
Q1 		$428K Sell
39,495
-2,253
-5% -$34.3K ﹤0.01% 2164
2025
Q4 		$592K Sell
41,748
-21,555
-34% -$616K ﹤0.01% 1955
2025
Q3 		$2.28M Buy
63,303
+15,658
+33% +$624K ﹤0.01% 1276
2025
Q2 		$1.88M Buy
47,645
+9,016
+23% +$226K ﹤0.01% 1311
2025
Q1 		$547K Buy
38,629
+12,489
+48% +$252K ﹤0.01% 1819
2024
Q4 		$469K Buy
26,140
+9,000
+53% +$186K ﹤0.01% 1923
2024
Q3 		$198K Buy
17,140
+2,000
+13% +$20.4K ﹤0.01% 2351
2024
Q2 		$177K Buy
+15,140
New +$108K ﹤0.01% 2535

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

Truist Financial's SMR Position: Q2 2026 in Review

Truist Financial increased its NuScale Power (SMR) stake by 6.3% in Q2 2026, buying an estimated $27.9K and bringing the position to 41,964 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Truist Financial first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.28M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Truist Financial held 41,964 shares of NuScale Power worth $421K as of Q2 2026.
  • Truist Financial bought 2,469 NuScale Power shares in Q2 2026, an estimated $27.9K.
  • NuScale Power made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2318 holding.
  • Truist Financial first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Truist Financial's NuScale Power position peaked at $2.28M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.