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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
Q3 		$1.35M Buy
+4,832
New +$1.28M 0.02% 581
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

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Independent Financial Group's SIMO Position: Q3 2026 in Review

Independent Financial Group opened a new position in Silicon Motion (SIMO) in Q3 2026: 4,832 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #581 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in SIMO as recently as Q1 2026.

Independent Financial Group first reported a position in SIMO in Q4 2021 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

  • Independent Financial Group held 4,832 shares of Silicon Motion worth $1.35M as of Q3 2026.
  • Silicon Motion was a new Independent Financial Group position in Q3 2026.
  • Silicon Motion made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #581 holding.
  • Independent Financial Group first reported a position in Silicon Motion in Q4 2021 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.