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Keystone Financial Group (Kentucky)’s Super Micro Computer SMCI Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-6,915
Closed -$202K – 532
2025
Q4 		$202K Hold
6,915
– – 0.02% 432
2025
Q3 		$332K Sell
6,915
-185
-3% -$8.83K 0.03% 304
2025
Q2 		$348K Hold
7,100
– – 0.03% 287
2025
Q1 		$243K Sell
7,100
-1,150
-14% -$43.6K 0.02% 337
2024
Q4 		$251K Buy
+8,250
New +$300K 0.02% 323

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Keystone Financial Group (Kentucky)'s SMCI Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 6,915 shares — an estimated $202K sold.

Keystone Financial Group (Kentucky) first reported a position in SMCI in Q4 2024 and held it in 5 quarters. The position peaked at $348K in Q2 2025. 711 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Keystone Financial Group (Kentucky) reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 6,915 Super Micro Computer shares in Q1 2026, an estimated $202K.
  • Keystone Financial Group (Kentucky) first reported a position in Super Micro Computer in Q4 2024 and held it in 5 quarters.
  • Keystone Financial Group (Kentucky)'s Super Micro Computer position peaked at $348K in Q2 2025.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.