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Allworth Financial’s Super Micro Computer SMCI Stock Holding History

Allworth Financial’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 		$1.11M Buy
37,880
+3,858
+11% +$123K ﹤0.01% 702
2026
Q1 		$775K Sell
34,022
-340
-1% -$10.2K ﹤0.01% 795
2025
Q4 		$1.01M Sell
34,362
-529
-2% -$21.8K ﹤0.01% 698
2025
Q3 		$1.67M Sell
34,891
-758
-2% -$36.2K 0.01% 544
2025
Q2 		$1.75M Buy
35,649
+2,729
+8% +$105K 0.01% 515
2025
Q1 		$1.18M Sell
32,920
-31
-0.1% -$1.18K 0.01% 494
2024
Q4 		$1.12M Buy
+32,951
New +$1.2M 0.01% 511
2024
Q3 		– Sell
-30,760
Closed -$2.45M – 3824
2024
Q2 		$2.45M Buy
30,760
+27,480
+838% +$2.35M 0.02% 298
2024
Q1 		$331K Buy
3,280
+2,020
+160% +$148K ﹤0.01% 646
2023
Q4 		$35.8K Buy
1,260
+280
+29% +$7.76K ﹤0.01% 1330
2023
Q3 		$26.9K Buy
+980
New +$27.3K ﹤0.01% 1358

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

Allworth Financial's SMCI Position: Q2 2026 in Review

Allworth Financial increased its Super Micro Computer (SMCI) stake by 11% in Q2 2026, buying an estimated $123K and bringing the position to 37,880 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Allworth Financial first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q2 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Allworth Financial held 37,880 shares of Super Micro Computer worth $1.11M as of Q2 2026.
  • Allworth Financial bought 3,858 Super Micro Computer shares in Q2 2026, an estimated $123K.
  • Super Micro Computer made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #702 holding.
  • Allworth Financial first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
  • Allworth Financial's Super Micro Computer position peaked at $2.45M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.