CAPTRUST Financial Advisors’s Silicon Motion SIMO Stock Holding History

CAPTRUST Financial Advisors’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 Q2	$926K	Buy	+2,778	New	+$644K	﹤0.01%	1787
2022 Q3	–	Sell	-696	Closed	-$58K	–	3718
2022 Q2	$58K	Hold	696	–	–	﹤0.01%	2632
2022 Q1	$47K	Hold	696	–	–	﹤0.01%	2824
2021 Q4	$66K	Hold	696	–	–	﹤0.01%	2458
2021 Q3	$48K	Hold	696	–	–	﹤0.01%	2615
2021 Q2	$45K	Hold	696	–	–	﹤0.01%	2583
2021 Q1	$41K	Buy	696 +100	+17%	+$5.69K	﹤0.01%	2561
2020 Q4	$29K	Hold	596	–	–	﹤0.01%	2088
2020 Q3	$23K	Hold	596	–	–	﹤0.01%	1913
2020 Q2	$29K	Buy	+596	New	+$26.4K	﹤0.01%	1810

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

CAPTRUST Financial Advisors's SIMO Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Silicon Motion (SIMO) in Q2 2026: 2,778 shares worth $926K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in SIMO as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in SIMO in Q2 2020 and has held it in 10 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

CAPTRUST Financial Advisors held 2,778 shares of Silicon Motion worth $926K as of Q2 2026.
Silicon Motion was a new CAPTRUST Financial Advisors position in Q2 2026.
Silicon Motion made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1787 holding.
CAPTRUST Financial Advisors first reported a position in Silicon Motion in Q2 2020 and has held it in 10 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.