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Versant Capital Management’s NuScale Power SMR Stock Holding History

Versant Capital 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
Q3 		$2.35K Buy
+298
New +$2.68K ﹤0.01% 2590
2023
Q4 		– Sell
-29
Closed -$142 – 2004
2023
Q3 		$142 Buy
+29
New +$191 ﹤0.01% 1908

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Versant Capital Management's SMR Position: Q3 2026 in Review

Versant Capital Management opened a new position in NuScale Power (SMR) in Q3 2026: 298 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings. This is a return to the name: Versant Capital Management previously reported a position in SMR as recently as Q3 2023.

Versant Capital Management first reported a position in SMR in Q3 2023 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Versant Capital Management held 298 shares of NuScale Power worth $2.35K as of Q3 2026.
  • NuScale Power was a new Versant Capital Management position in Q3 2026.
  • NuScale Power made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2590 holding.
  • Versant Capital Management first reported a position in NuScale Power in Q3 2023 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.