Kestra Advisory Services
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Kestra Advisory Services’s Super Micro Computer SMCI Stock Holding History

Kestra Advisory Services’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
Q3 		$1.5M Buy
36,472
+4,799
+15% +$163K ﹤0.01% 1666
2026
Q2 		$929K Sell
31,673
-7,367
-19% -$235K ﹤0.01% 1893
2026
Q1 		$889K Buy
39,040
+4,788
+14% +$144K ﹤0.01% 1815
2025
Q4 		$1M Sell
34,252
-89,533
-72% -$3.69M ﹤0.01% 1646
2025
Q3 		$5.93M Sell
123,785
-12,686
-9% -$606K 0.03% 596
2025
Q2 		$6.69M Buy
136,471
+99,845
+273% +$3.85M 0.03% 516
2025
Q1 		$1.25M Sell
36,626
-7,748
-17% -$294K 0.01% 1253
2024
Q4 		$1.35M Sell
44,374
-16,566
-27% -$602K 0.01% 1220
2024
Q3 		$2.54M Sell
60,940
-2,180
-3% -$133K 0.01% 845
2024
Q2 		$5.17M Buy
63,120
+8,520
+16% +$728K 0.03% 581
2024
Q1 		$5.51M Sell
54,600
-17,620
-24% -$1.29M 0.04% 487
2023
Q4 		$2.05M Buy
72,220
+9,210
+15% +$255K 0.02% 779
2023
Q3 		$1.73M Sell
63,010
-3,270
-5% -$91.2K 0.02% 742
2023
Q2 		$1.65M Buy
66,280
+22,250
+51% +$373K 0.02% 752
2023
Q1 		$469K Sell
44,030
-26,020
-37% -$235K 0.01% 1319
2022
Q4 		$575K Buy
+70,050
New +$533K 0.01% 1323

Other funds holding SMCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's SMCI Position: Q3 2026 in Review

Kestra Advisory Services increased its Super Micro Computer (SMCI) stake by 15% in Q3 2026, buying an estimated $163K and bringing the position to 36,472 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Kestra Advisory Services first reported a position in SMCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.69M in Q2 2025. 402 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Kestra Advisory Services held 36,472 shares of Super Micro Computer worth $1.5M as of Q3 2026.
  • Kestra Advisory Services bought 4,799 Super Micro Computer shares in Q3 2026, an estimated $163K.
  • Super Micro Computer made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1666 holding.
  • Kestra Advisory Services first reported a position in Super Micro Computer in Q4 2022 and has held it in 16 quarters since.
  • Kestra Advisory Services's Super Micro Computer position peaked at $6.69M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.