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Merit Financial Group’s Silicon Motion SIMO Stock Holding History

Merit Financial Group’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 		$1.62M Buy
4,856
+1,411
+41% +$327K 0.01% 843
2026
Q1 		$387K Sell
3,445
-61
-2% -$7.4K ﹤0.01% 1523
2025
Q4 		$325K Sell
3,506
-33
-0.9% -$3.03K ﹤0.01% 1512
2025
Q3 		$336K Sell
3,539
-204
-5% -$16.2K ﹤0.01% 1377
2025
Q2 		$281K Buy
+3,743
New +$213K ﹤0.01% 1373

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
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
RP
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
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

Merit Financial Group's SIMO Position: Q2 2026 in Review

Merit Financial Group increased its Silicon Motion (SIMO) stake by 41% in Q2 2026, buying an estimated $327K and bringing the position to 4,856 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #843.

Merit Financial Group first reported a position in SIMO in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Merit Financial Group held 4,856 shares of Silicon Motion worth $1.62M as of Q2 2026.
  • Merit Financial Group bought 1,411 Silicon Motion shares in Q2 2026, an estimated $327K.
  • Silicon Motion made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #843 holding.
  • Merit Financial Group first reported a position in Silicon Motion in Q2 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.