New England Capital Financial Advisors’s Super Micro Computer SMCI Stock Holding History

New England Capital Financial Advisors’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 Q2	$5.87K	Hold	200	–	–	﹤0.01%	307
2026 Q1	$4.55K	Hold	200	–	–	﹤0.01%	315
2025 Q4	$5.85K	Hold	200	–	–	﹤0.01%	304
2025 Q3	$9.59K	Hold	200	–	–	﹤0.01%	263
2025 Q2	$9.8K	Hold	200	–	–	﹤0.01%	254
2025 Q1	$6.85K	Hold	200	–	–	﹤0.01%	261
2024 Q4	$6.1K	Hold	200	–	–	﹤0.01%	264
2024 Q3	$8.33K	Hold	200	–	–	﹤0.01%	243
2024 Q2	$16.4K	Hold	200	–	–	0.01%	195
2024 Q1	$20.2K	Buy	+200	New	+$14.7K	0.01%	175
2023 Q2	–	Sell	-2,000	Closed	-$21.3K	–	434
2023 Q1	$21.3K	Hold	2,000	–	–	0.02%	174
2022 Q4	$14.4K	Buy	+2,000	New	+$15.2K	0.01%	224

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Capital Financial Advisors's SMCI Position: Q2 2026 in Review

New England Capital Financial Advisors held its Super Micro Computer (SMCI) position steady in Q2 2026 at 200 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

New England Capital Financial Advisors first reported a position in SMCI in Q4 2022 and has held it in 12 quarters since. The position peaked at $21.3K in Q1 2023. 480 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

New England Capital Financial Advisors held 200 shares of Super Micro Computer worth $5.87K as of Q2 2026.
New England Capital Financial Advisors left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #307 holding.
New England Capital Financial Advisors first reported a position in Super Micro Computer in Q4 2022 and has held it in 12 quarters since.
New England Capital Financial Advisors's Super Micro Computer position peaked at $21.3K in Q1 2023.
480 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.