MSA
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MUFG Securities Americas’s Super Micro Computer SMCI Stock Holding History

MUFG Securities Americas’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 		$317K Buy
13,922
+412
+3% +$12.4K 0.02% 455
2025
Q4 		$395K Sell
13,510
-9
-0.1% -$371 0.02% 432
2025
Q3 		$648K Buy
13,519
+2,144
+19% +$102K 0.04% 337
2025
Q2 		$557K Buy
11,375
+2,461
+28% +$94.9K 0.05% 318
2025
Q1 		$305K Buy
8,914
+1,479
+20% +$56.1K 0.04% 390
2024
Q4 		$227K Buy
+7,435
New +$270K 0.03% 419

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

MUFG Securities Americas's SMCI Position: Q1 2026 in Review

MUFG Securities Americas increased its Super Micro Computer (SMCI) stake by 3% in Q1 2026, buying an estimated $12.4K and bringing the position to 13,922 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #455.

MUFG Securities Americas first reported a position in SMCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $648K in Q3 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • MUFG Securities Americas held 13,922 shares of Super Micro Computer worth $317K as of Q1 2026.
  • MUFG Securities Americas bought 412 Super Micro Computer shares in Q1 2026, an estimated $12.4K.
  • Super Micro Computer made up 0.02% of MUFG Securities Americas's portfolio in Q1 2026, its #455 holding.
  • MUFG Securities Americas first reported a position in Super Micro Computer in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's Super Micro Computer position peaked at $648K in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.