B. Riley Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

B. Riley Wealth Advisors’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	$190K	Buy	+6,758	New	+$215K	0.01%	785
2025 Q4	–	Sell	-7,010	Closed	-$336K	–	1146
2025 Q3	$336K	Sell	7,010 -16,850	-71%	-$805K	0.02%	674
2025 Q2	$1.17M	Buy	+23,860	New	+$920K	0.05%	318
2024 Q4	$733K	Buy	+24,037	New	+$874K	0.02%	551
2024 Q3	–	Sell	-78,560	Closed	-$6.44M	–	1417
2024 Q2	$6.44M	Buy	78,560 +3,130	+4%	+$268K	0.16%	128
2024 Q1	$2.07M	Sell	75,430 -18,800	-20%	-$1.38M	0.06%	343
2023 Q4	$2.68M	Buy	94,230 +18,800	+25%	+$521K	0.07%	280
2023 Q3	$2.07M	Buy	75,430 +19,100	+34%	+$533K	0.06%	343
2023 Q2	$1.4M	Buy	56,330 +14,360	+34%	+$241K	0.03%	462
2023 Q1	$447K	Buy	+41,970	New	+$379K	0.01%	856
2015 Q1	–	Sell	-32,280	Closed	-$113	–	1764
2014 Q4	$113	Buy	+32,280	New	+$101K	﹤0.01%	1651

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's SMCI Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Super Micro Computer (SMCI) in Q2 2026: 6,758 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SMCI as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in SMCI in Q4 2014 and has held it in 11 quarters since. The position peaked at $6.44M in Q2 2024. 190 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

B. Riley Wealth Advisors held 6,758 shares of Super Micro Computer worth $190K as of Q2 2026.
Super Micro Computer was a new B. Riley Wealth Advisors position in Q2 2026.
Super Micro Computer made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #785 holding.
B. Riley Wealth Advisors first reported a position in Super Micro Computer in Q4 2014 and has held it in 11 quarters since.
B. Riley Wealth Advisors's Super Micro Computer position peaked at $6.44M in Q2 2024.
190 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.