IFP Advisors’s Silicon Motion SIMO Stock Holding History

IFP Advisors’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	+486	New	+$113K	﹤0.01%	1655
2023 Q1	–	Sell	-461	Closed	-$23K	–	4278
2022 Q4	$23K	Sell	461 -300	-39%	-$18.4K	﹤0.01%	2792
2022 Q3	$55K	Sell	761 -29	-4%	-$2.27K	﹤0.01%	2296
2022 Q2	$56K	Hold	790	–	–	﹤0.01%	2084
2022 Q1	$56K	Buy	790 +667	+542%	+$52K	﹤0.01%	2084
2021 Q4	$12K	Buy	123 +23	+23%	+$1.73K	﹤0.01%	2164
2021 Q3	$7K	Buy	100 +20	+25%	+$1.41K	﹤0.01%	2437
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	2492
2021 Q1	$5K	Sell	80 -83	-51%	-$4.72K	﹤0.01%	2428
2020 Q4	$8K	Hold	163	–	–	﹤0.01%	2160
2020 Q3	$6K	Hold	163	–	–	﹤0.01%	2120
2020 Q2	$8K	Sell	163 -19	-10%	-$842	﹤0.01%	1912
2020 Q1	$7K	Sell	182 -41	-18%	-$1.77K	﹤0.01%	1943
2019 Q4	$11K	Sell	223 -20	-8%	-$858	﹤0.01%	1885
2019 Q3	$9K	Buy	+243	New	+$8.81K	﹤0.01%	2135
2019 Q1	–	Sell	-192	Closed	-$7K	–	3271
2018 Q4	$7K	Sell	192 -30	-14%	-$1.17K	﹤0.01%	2697
2018 Q3	$12K	Hold	222	–	–	﹤0.01%	2757
2018 Q2	$12K	Buy	222 +72	+48%	+$3.53K	﹤0.01%	2792
2018 Q1	$8K	Hold	150	–	–	﹤0.01%	2944
2017 Q4	$8K	Buy	150 +100	+200%	+$5.07K	﹤0.01%	2989
2017 Q3	$2K	Sell	50 -264	-84%	-$11.7K	﹤0.01%	3786
2017 Q2	$15K	Buy	+314	New	+$15.5K	﹤0.01%	2762
2016 Q4	–	Sell	-91	Closed	-$5K	–	4118
2016 Q3	$5K	Sell	91 -450	-83%	-$23.5K	﹤0.01%	3252
2016 Q2	$26K	Buy	+541	New	+$22.7K	﹤0.01%	2181
2016 Q1	–	Sell	-991	Closed	-$31K	–	3279
2015 Q4	$31K	Buy	+991	New	+$31K	﹤0.01%	1894

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

IFP Advisors's SIMO Position: Q2 2026 in Review

IFP Advisors opened a new position in Silicon Motion (SIMO) in Q2 2026: 486 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SIMO as recently as Q4 2022.

IFP Advisors first reported a position in SIMO in Q4 2015 and has held it in 25 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

IFP Advisors held 486 shares of Silicon Motion worth $162K as of Q2 2026.
Silicon Motion was a new IFP Advisors position in Q2 2026.
Silicon Motion made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1655 holding.
IFP Advisors first reported a position in Silicon Motion in Q4 2015 and has held it in 25 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.