IFP Advisors
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IFP Advisors’s Super Micro Computer SMCI Stock Holding History

IFP Advisors’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 		$237K Sell
5,770
-1,880
-25% -$63.9K ﹤0.01% 1432
2026
Q2 		$224K Sell
7,650
-3,116
-29% -$99.3K ﹤0.01% 1449
2026
Q1 		$245K Sell
10,766
-6,501
-38% -$195K 0.01% 1285
2025
Q4 		$505K Sell
17,267
-1,410
-8% -$58.1K 0.01% 928
2025
Q3 		$895K Buy
18,677
+3,262
+21% +$156K 0.02% 647
2025
Q2 		$853K Buy
15,415
+8,756
+131% +$337K 0.02% 630
2025
Q1 		$229K Sell
6,659
-20,817
-76% -$790K 0.01% 1113
2024
Q4 		$838K Sell
27,476
-9,314
-25% -$339K 0.03% 567
2024
Q3 		$1.53M Buy
36,790
+10,920
+42% +$665K 0.06% 368
2024
Q2 		$2.12M Buy
25,870
+15,310
+145% +$1.31M 0.08% 248
2024
Q1 		$1.07M Sell
10,560
-8,400
-44% -$615K 0.05% 396
2023
Q4 		$539K Buy
18,960
+8,910
+89% +$247K 0.03% 561
2023
Q3 		$276K Sell
10,050
-3,950
-28% -$110K 0.01% 819
2023
Q2 		$349K Buy
14,000
+11,800
+536% +$198K 0.01% 785
2023
Q1 		$5.37K Sell
2,200
-9,080
-80% -$81.9K ﹤0.01% 2534
2022
Q4 		$39K Buy
11,280
+7,280
+182% +$55.4K ﹤0.01% 2416
2022
Q3 		$8K Buy
+4,000
New +$22.8K ﹤0.01% 3804
2018
Q3 		– Sell
-570
Closed -$1K – 4002
2018
Q2 		$1K Sell
570
-3,000
-84% -$6.56K ﹤0.01% 3765
2018
Q1 		$7K Hold
3,570
– – ﹤0.01% 3019
2017
Q4 		$7K Hold
3,570
– – ﹤0.01% 3065
2017
Q3 		$8K Buy
3,570
+3,000
+526% +$7.67K ﹤0.01% 3165
2017
Q2 		$1K Hold
570
– – ﹤0.01% 3937
2017
Q1 		$1K Hold
570
– – ﹤0.01% 3847
2016
Q4 		$2K Buy
570
+270
+90% +$680 ﹤0.01% 3672
2016
Q3 		$1K Hold
300
– – ﹤0.01% 3765
2016
Q2 		$1K Buy
+300
New +$824 ﹤0.01% 3671

Other funds holding SMCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFP Advisors's SMCI Position: Q3 2026 in Review

IFP Advisors reduced its Super Micro Computer (SMCI) stake by 25% in Q3 2026, selling an estimated $63.9K and leaving 5,770 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

IFP Advisors first reported a position in SMCI in Q2 2016 and has held it in 26 quarters since. The position peaked at $2.12M in Q2 2024. 505 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • IFP Advisors held 5,770 shares of Super Micro Computer worth $237K as of Q3 2026.
  • IFP Advisors sold 1,880 Super Micro Computer shares in Q3 2026, an estimated $63.9K.
  • Super Micro Computer made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1432 holding.
  • IFP Advisors first reported a position in Super Micro Computer in Q2 2016 and has held it in 26 quarters since.
  • IFP Advisors's Super Micro Computer position peaked at $2.12M in Q2 2024.
  • 505 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.