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Independent Financial Group’s Silicon Motion SIMO Stock Holding History

Independent Financial Group’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 		– Sell
-4,035
Closed -$453K – 1619
2026
Q1 		$453K Buy
+4,035
New +$490K 0.01% 976
2022
Q1 		– Sell
-2,302
Closed -$219K – 850
2021
Q4 		$219K Buy
+2,302
New +$173K 0.02% 699

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
RP
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
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

Independent Financial Group's SIMO Position: Q2 2026 in Review

Independent Financial Group sold out of Silicon Motion (SIMO) in Q2 2026, closing a stake of 4,035 shares — an estimated $453K sold.

Independent Financial Group first reported a position in SIMO in Q4 2021 and held it in 2 quarters. The position peaked at $453K in Q1 2026. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Independent Financial Group reported no remaining Silicon Motion position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 4,035 Silicon Motion shares in Q2 2026, an estimated $453K.
  • Independent Financial Group first reported a position in Silicon Motion in Q4 2021 and held it in 2 quarters.
  • Independent Financial Group's Silicon Motion position peaked at $453K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.