AC
SMCI icon

Allstate Corporation’s Super Micro Computer SMCI Stock Holding History

Allstate Corporation’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Sell
47,738
-17,272
-27% -$550K 0.01% 621
2026
Q1 		$1.48M Buy
65,010
+24,713
+61% +$742K 0.02% 642
2025
Q4 		$1.18M Buy
40,297
+21,472
+114% +$884K 0.02% 491
2025
Q3 		$902K Buy
+18,825
New +$899K 0.02% 386
2025
Q2 		– Sell
-18,512
Closed -$634K – 502
2025
Q1 		$634K Buy
+18,512
New +$702K 0.02% 459

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allstate Corporation's SMCI Position: Q2 2026 in Review

Allstate Corporation reduced its Super Micro Computer (SMCI) stake by 27% in Q2 2026, selling an estimated $550K and leaving 47,738 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #621.

Allstate Corporation first reported a position in SMCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q1 2026. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Allstate Corporation held 47,738 shares of Super Micro Computer worth $1.4M as of Q2 2026.
  • Allstate Corporation sold 17,272 Super Micro Computer shares in Q2 2026, an estimated $550K.
  • Super Micro Computer made up 0.01% of Allstate Corporation's portfolio in Q2 2026, its #621 holding.
  • Allstate Corporation first reported a position in Super Micro Computer in Q1 2025 and has held it in 5 quarters since.
  • Allstate Corporation's Super Micro Computer position peaked at $1.48M in Q1 2026.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Allstate Corporation's 13F filing for Q2 2026, filed 13 Aug 2026.