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Legacy Wealth Asset Management’s Silicon Motion SIMO Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$1.32M Buy
4,715
+219
+5% +$58.1K 0.29% 95
2026
Q2 		$1.5M Buy
4,496
+2,158
+92% +$500K 0.33% 76
2026
Q1 		$263K Buy
+2,338
New +$284K 0.06% 325

Other funds holding SIMO

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Legacy Wealth Asset Management's SIMO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Silicon Motion (SIMO) stake by 4.9% in Q3 2026, buying an estimated $58.1K and bringing the position to 4,715 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #95.

Legacy Wealth Asset Management first reported a position in SIMO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.5M in Q2 2026. 24 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

  • Legacy Wealth Asset Management held 4,715 shares of Silicon Motion worth $1.32M as of Q3 2026.
  • Legacy Wealth Asset Management bought 219 Silicon Motion shares in Q3 2026, an estimated $58.1K.
  • Silicon Motion made up 0.29% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #95 holding.
  • Legacy Wealth Asset Management first reported a position in Silicon Motion in Q1 2026 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's Silicon Motion position peaked at $1.5M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.