COMPASS FINANCIAL MANAGEMENT LLC’s Super Micro Computer SMCI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$18.7K	Buy	+604	New	+$19.2K	﹤0.01%	910

Other funds holding SMCI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SMCI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Super Micro Computer (SMCI) in Q2 2026: 604 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings.

557 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 604 shares of Super Micro Computer worth $18.7K as of Q2 2026.
Super Micro Computer was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Super Micro Computer made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #910 holding.
557 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.