Bleakley Financial Group’s Super Micro Computer SMCI Stock Holding History

Bleakley Financial Group’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	$343K	Buy	+11,687	New	+$372K	﹤0.01%	859
2024 Q4	–	Sell	-6,080	Closed	-$253K	–	1105
2024 Q3	$253K	Sell	6,080 -660	-10%	-$40.2K	0.01%	849
2024 Q2	$552K	Buy	6,740 +510	+8%	+$43.6K	0.02%	582
2024 Q1	$629K	Sell	6,230 -2,190	-26%	-$160K	0.02%	552
2023 Q4	$239K	Sell	8,420 -430	-5%	-$11.9K	0.01%	804
2023 Q3	$243K	Buy	+8,850	New	+$247K	0.01%	734

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bleakley Financial Group's SMCI Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Super Micro Computer (SMCI) in Q2 2026: 11,687 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in SMCI as recently as Q3 2024.

Bleakley Financial Group first reported a position in SMCI in Q3 2023 and has held it in 6 quarters since. The position peaked at $629K in Q1 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Bleakley Financial Group held 11,687 shares of Super Micro Computer worth $343K as of Q2 2026.
Super Micro Computer was a new Bleakley Financial Group position in Q2 2026.
Super Micro Computer made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #859 holding.
Bleakley Financial Group first reported a position in Super Micro Computer in Q3 2023 and has held it in 6 quarters since.
Bleakley Financial Group's Super Micro Computer position peaked at $629K in Q1 2024.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.