Commonwealth Equity Services
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Commonwealth Equity Services’s Super Micro Computer SMCI Stock Holding History

Commonwealth Equity Services’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
Q3 		$10.6M Buy
257,243
+39,587
+18% +$1.35M 0.01% 868
2026
Q2 		$6.38M Sell
217,656
-123,265
-36% -$3.93M 0.01% 1238
2026
Q1 		$7.76M Buy
340,921
+48,568
+17% +$1.46M 0.01% 1049
2025
Q4 		$8.56M Sell
292,353
-24,943
-8% -$1.03M 0.01% 981
2025
Q3 		$15.2M Sell
317,296
-45,368
-13% -$2.17M 0.02% 699
2025
Q2 		$17.8M Buy
362,664
+36,062
+11% +$1.39M 0.02% 624
2025
Q1 		$11.2M Buy
326,602
+47,798
+17% +$1.81M 0.02% 803
2024
Q4 		$8.5M Sell
278,804
-8,646
-3% -$314K 0.01% 914
2024
Q3 		$12M Sell
287,450
-16,430
-5% -$1000K 0.02% 742
2024
Q2 		$24.9M Buy
303,880
+9,140
+3% +$781K 0.04% 426
2024
Q1 		$29.8M Buy
294,740
+157,290
+114% +$11.5M 0.05% 374
2023
Q4 		$3.91M Buy
137,450
+43,050
+46% +$1.19M 0.01% 1248
2023
Q3 		$2.59M Buy
94,400
+51,920
+122% +$1.45M 0.01% 1437
2023
Q2 		$1.06M Sell
42,480
-58,310
-58% -$977K ﹤0.01% 2044
2023
Q1 		$1.07M Buy
100,790
+21,530
+27% +$194K ﹤0.01% 1994
2022
Q4 		$650K Buy
+79,260
New +$603K ﹤0.01% 2263

Other funds holding SMCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services's SMCI Position: Q3 2026 in Review

Commonwealth Equity Services increased its Super Micro Computer (SMCI) stake by 18% in Q3 2026, buying an estimated $1.35M and bringing the position to 257,243 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #868.

Commonwealth Equity Services first reported a position in SMCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $29.8M in Q1 2024. 345 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Commonwealth Equity Services held 257,243 shares of Super Micro Computer worth $10.6M as of Q3 2026.
  • Commonwealth Equity Services bought 39,587 Super Micro Computer shares in Q3 2026, an estimated $1.35M.
  • Super Micro Computer made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #868 holding.
  • Commonwealth Equity Services first reported a position in Super Micro Computer in Q4 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's Super Micro Computer position peaked at $29.8M in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.