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Independent Financial Group’s Super Micro Computer SMCI Stock Holding History

Independent Financial Group’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 		$569K Buy
19,389
+4,601
+31% +$147K 0.01% 942
2026
Q1 		$337K Buy
14,788
+895
+6% +$26.9K 0.01% 1106
2025
Q4 		$407K Sell
13,893
-11,375
-45% -$468K 0.01% 1002
2025
Q3 		$1.21M Buy
25,268
+11,350
+82% +$542K 0.03% 548
2025
Q2 		$682K Buy
13,918
+4,268
+44% +$165K 0.02% 667
2025
Q1 		$330K Sell
9,650
-3,516
-27% -$133K 0.01% 887
2024
Q4 		$401K Sell
13,166
-18,074
-58% -$657K 0.01% 780
2024
Q3 		$1.3M Buy
31,240
+10,680
+52% +$650K 0.05% 371
2024
Q2 		$1.68M Buy
20,560
+5,150
+33% +$440K 0.07% 266
2024
Q1 		$1.56M Sell
15,410
-18,320
-54% -$1.34M 0.07% 268
2023
Q4 		$959K Buy
+33,730
New +$935K 0.05% 368
2023
Q3 		– Sell
-14,900
Closed -$371K – 950
2023
Q2 		$371K Buy
+14,900
New +$250K 0.03% 559

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

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

Independent Financial Group increased its Super Micro Computer (SMCI) stake by 31% in Q2 2026, buying an estimated $147K and bringing the position to 19,389 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #942.

Independent Financial Group first reported a position in SMCI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q2 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Independent Financial Group held 19,389 shares of Super Micro Computer worth $569K as of Q2 2026.
  • Independent Financial Group bought 4,601 Super Micro Computer shares in Q2 2026, an estimated $147K.
  • Super Micro Computer made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #942 holding.
  • Independent Financial Group first reported a position in Super Micro Computer in Q2 2023 and has held it in 12 quarters since.
  • Independent Financial Group's Super Micro Computer position peaked at $1.68M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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