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Ballast Financial Advisors’s Super Micro Computer SMCI Stock Holding History

Ballast Financial 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
Q1 		– Sell
-10,000
Closed -$293K – 70
2025
Q4 		$293K Buy
+10,000
New +$412K 0.3% 55

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Ballast Financial Advisors's SMCI Position: Q1 2026 in Review

Ballast Financial Advisors sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 10,000 shares — an estimated $293K sold.

Ballast Financial Advisors first reported a position in SMCI in Q4 2025 and held it in 1 quarter. The position peaked at $293K in Q4 2025. 711 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Ballast Financial Advisors reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Ballast Financial Advisors sold 10,000 Super Micro Computer shares in Q1 2026, an estimated $293K.
  • Ballast Financial Advisors first reported a position in Super Micro Computer in Q4 2025 and held it in 1 quarter.
  • Ballast Financial Advisors's Super Micro Computer position peaked at $293K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Ballast Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.