Jones Financial Companies
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Jones Financial Companies’s Super Micro Computer SMCI Stock Holding History

Jones Financial Companies’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 		$3.17M Sell
103,366
-12,166
-11% -$388K ﹤0.01% 1390
2026
Q1 		$2.54M Buy
115,532
+11,594
+11% +$348K ﹤0.01% 1330
2025
Q4 		$3.04M Buy
103,938
+5,080
+5% +$209K ﹤0.01% 809
2025
Q3 		$4.53M Buy
98,858
+18,784
+23% +$897K ﹤0.01% 601
2025
Q2 		$3.81M Buy
80,074
+19,595
+32% +$755K ﹤0.01% 565
2025
Q1 		$2.07M Buy
60,479
+33,515
+124% +$1.27M ﹤0.01% 644
2024
Q4 		$822K Buy
26,964
+8,494
+46% +$309K ﹤0.01% 809
2024
Q3 		$775K Buy
18,470
+7,280
+65% +$443K ﹤0.01% 678
2024
Q2 		$917K Buy
11,190
+9,770
+688% +$835K ﹤0.01% 437
2024
Q1 		$143K Buy
+1,420
New +$104K ﹤0.01% 521

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 $3.38T AUM 44.17% 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

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

Jones Financial Companies reduced its Super Micro Computer (SMCI) stake by 11% in Q2 2026, selling an estimated $388K and leaving 103,366 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Jones Financial Companies first reported a position in SMCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.53M in Q3 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Jones Financial Companies held 103,366 shares of Super Micro Computer worth $3.17M as of Q2 2026.
  • Jones Financial Companies sold 12,166 Super Micro Computer shares in Q2 2026, an estimated $388K.
  • Super Micro Computer made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1390 holding.
  • Jones Financial Companies first reported a position in Super Micro Computer in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's Super Micro Computer position peaked at $4.53M in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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