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Wilmington Savings Fund Society’s NuScale Power SMR Stock Holding History

Wilmington Savings Fund Society’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 		$30.1K Hold
3,000
– – ﹤0.01% 995
2026
Q1 		$32.5K Hold
3,000
– – ﹤0.01% 970
2025
Q4 		$42.5K Buy
+3,000
New +$85.8K ﹤0.01% 912

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Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wilmington Savings Fund Society's SMR Position: Q2 2026 in Review

Wilmington Savings Fund Society held its NuScale Power (SMR) position steady in Q2 2026 at 3,000 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Wilmington Savings Fund Society first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.5K in Q4 2025. 177 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Wilmington Savings Fund Society held 3,000 shares of NuScale Power worth $30.1K as of Q2 2026.
  • Wilmington Savings Fund Society left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #995 holding.
  • Wilmington Savings Fund Society first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • Wilmington Savings Fund Society's NuScale Power position peaked at $42.5K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.