CVFG LLC’s Super Micro Computer SMCI Stock Holding History

CVFG 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	$3.26M	Sell	111,080 -8,850	-7%	-$282K	0.34%	83
2026 Q1	$2.73M	Buy	+119,930	New	+$3.6M	0.34%	85

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 $3.37T 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

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

CVFG LLC's SMCI Position: Q2 2026 in Review

CVFG LLC reduced its Super Micro Computer (SMCI) stake by 7.4% in Q2 2026, selling an estimated $282K and leaving 111,080 shares worth $3.26M. The position accounts for 0.34% of the portfolio, ranked #83.

CVFG LLC first reported a position in SMCI in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

CVFG LLC held 111,080 shares of Super Micro Computer worth $3.26M as of Q2 2026.
CVFG LLC sold 8,850 Super Micro Computer shares in Q2 2026, an estimated $282K.
Super Micro Computer made up 0.34% of CVFG LLC's portfolio in Q2 2026, its #83 holding.
CVFG LLC first reported a position in Super Micro Computer in Q1 2026 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.