KAS
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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
Q1 		– Sell
-1,608
Closed -$149K – 4211
2025
Q4 		$149K Buy
+1,608
New +$148K ﹤0.01% 3126

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
ACM
Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

Kestra Advisory Services's SIMO Position: Q1 2026 in Review

Kestra Advisory Services sold out of Silicon Motion (SIMO) in Q1 2026, closing a stake of 1,608 shares — an estimated $149K sold.

Kestra Advisory Services first reported a position in SIMO in Q4 2025 and held it in 1 quarter. The position peaked at $149K in Q4 2025. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

  • Kestra Advisory Services reported no remaining Silicon Motion position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,608 Silicon Motion shares in Q1 2026, an estimated $149K.
  • Kestra Advisory Services first reported a position in Silicon Motion in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Silicon Motion position peaked at $149K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.