BPI
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BFC Planning, Inc.’s Super Micro Computer SMCI Stock Holding History

BFC Planning, Inc.’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 		$670K Buy
22,856
+2,724
+14% +$86.8K 0.03% 507
2026
Q1 		$458K Buy
20,132
+2,939
+17% +$88.2K 0.02% 596
2025
Q4 		$503K Buy
17,193
+40
+0.2% +$1.65K 0.02% 547
2025
Q3 		$822K Buy
17,153
+418
+2% +$20K 0.06% 270
2025
Q2 		$820K Buy
16,735
+8,390
+101% +$323K 0.06% 262
2025
Q1 		$286K Buy
8,345
+2,473
+42% +$93.8K 0.03% 485
2024
Q4 		$179K Buy
+5,872
New +$213K 0.01% 656

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BFC Planning, Inc.'s SMCI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Super Micro Computer (SMCI) stake by 14% in Q2 2026, buying an estimated $86.8K and bringing the position to 22,856 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #507.

BFC Planning, Inc. first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q3 2025. 777 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • BFC Planning, Inc. held 22,856 shares of Super Micro Computer worth $670K as of Q2 2026.
  • BFC Planning, Inc. bought 2,724 Super Micro Computer shares in Q2 2026, an estimated $86.8K.
  • Super Micro Computer made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #507 holding.
  • BFC Planning, Inc. first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Super Micro Computer position peaked at $822K in Q3 2025.
  • 777 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.