Kestra Advisory Services’s Silicon Motion SIMO Stock Holding History

Kestra Advisory Services’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	$539K	Buy	+1,616	New	+$374K	﹤0.01%	2289
2026 Q1	–	Sell	-1,608	Closed	-$149K	–	4211
2025 Q4	$149K	Buy	+1,608	New	+$148K	﹤0.01%	3126

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

Kestra Advisory Services's SIMO Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Silicon Motion (SIMO) in Q2 2026: 1,616 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #2289 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in SIMO as recently as Q4 2025.

Kestra Advisory Services first reported a position in SIMO in Q4 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Kestra Advisory Services held 1,616 shares of Silicon Motion worth $539K as of Q2 2026.
Silicon Motion was a new Kestra Advisory Services position in Q2 2026.
Silicon Motion made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2289 holding.
Kestra Advisory Services first reported a position in Silicon Motion in Q4 2025 and has held it in 2 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.