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Beacon Investment Advisory Services’s Silicon Motion SIMO Stock Holding History

Beacon Investment Advisory Services’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84K Hold
300
– – ﹤0.01% 361
2026
Q2 		$100K Hold
300
– – ﹤0.01% 343
2026
Q1 		$33.7K Buy
+300
New +$36.4K ﹤0.01% 486

Other funds holding SIMO

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Beacon Investment Advisory Services's SIMO Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Silicon Motion (SIMO) position steady in Q3 2026 at 300 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Beacon Investment Advisory Services first reported a position in SIMO in Q1 2026 and has held it in 3 quarters since. The position peaked at $100K in Q2 2026. 25 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

  • Beacon Investment Advisory Services held 300 shares of Silicon Motion worth $84K as of Q3 2026.
  • Beacon Investment Advisory Services left its Silicon Motion share count unchanged in Q3 2026.
  • Silicon Motion made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #361 holding.
  • Beacon Investment Advisory Services first reported a position in Silicon Motion in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Silicon Motion position peaked at $100K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.