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Compass Financial Services’s Super Micro Computer SMCI Stock Holding History

Compass Financial 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
2025
Q4 		– Sell
-50
Closed -$2.4K – 326
2025
Q3 		$2.4K Sell
50
-187
-79% -$8.93K ﹤0.01% 262
2025
Q2 		$11.6K Buy
237
+50
+27% +$1.93K 0.01% 179
2025
Q1 		$6.4K Buy
+187
New +$7.1K ﹤0.01% 216

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Services's SMCI Position: Q4 2025 in Review

Compass Financial Services sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 50 shares — an estimated $2.4K sold.

Compass Financial Services first reported a position in SMCI in Q1 2025 and held it in 3 quarters. The position peaked at $11.6K in Q2 2025. 758 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Compass Financial Services reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 50 Super Micro Computer shares in Q4 2025, an estimated $2.4K.
  • Compass Financial Services first reported a position in Super Micro Computer in Q1 2025 and held it in 3 quarters.
  • Compass Financial Services's Super Micro Computer position peaked at $11.6K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.