Jones Financial Companies’s Silicon Motion SIMO Stock Holding History

Jones Financial Companies’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	$2.66M	Buy	8,707 +1,547	+22%	+$358K	﹤0.01%	1456
2026 Q1	$788K	Buy	7,160 +7,103	+12,461%	+$862K	﹤0.01%	1826
2025 Q4	$5.28K	Sell	57 -18	-24%	-$1.65K	﹤0.01%	3473
2025 Q3	$6.87K	Buy	75 +60	+400%	+$4.77K	﹤0.01%	3230
2025 Q2	$1.14K	Hold	15	–	–	﹤0.01%	3627
2025 Q1	$761	Buy	+15	New	+$811	﹤0.01%	3456
2024 Q4	–	Sell	-5	Closed	-$303	–	3496
2024 Q3	$303	Sell	5 -46	-90%	-$3.03K	﹤0.01%	2921
2024 Q2	$4.13K	Buy	+51	New	+$3.98K	﹤0.01%	1984
2021 Q2	–	Sell	-27	Closed	-$2K	–	776
2021 Q1	$2K	Buy	+27	New	+$1.54K	﹤0.01%	749

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

Jones Financial Companies's SIMO Position: Q2 2026 in Review

Jones Financial Companies increased its Silicon Motion (SIMO) stake by 22% in Q2 2026, buying an estimated $358K and bringing the position to 8,707 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Jones Financial Companies first reported a position in SIMO in Q1 2021 and has held it in 9 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Jones Financial Companies held 8,707 shares of Silicon Motion worth $2.66M as of Q2 2026.
Jones Financial Companies bought 1,547 Silicon Motion shares in Q2 2026, an estimated $358K.
Silicon Motion made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1456 holding.
Jones Financial Companies first reported a position in Silicon Motion in Q1 2021 and has held it in 9 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.