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Phoenix Financial’s Super Micro Computer SMCI Stock Holding History

Phoenix Financial’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
2025
Q4 		– Sell
-5,285
Closed -$253K – 495
2025
Q3 		$253K Buy
5,285
+498
+10% +$23.8K ﹤0.01% 410
2025
Q2 		$234K Buy
+4,787
New +$185K ﹤0.01% 377
2025
Q1 		– Sell
-16,643
Closed -$507K – 412
2024
Q4 		$507K Buy
+16,643
New +$605K 0.01% 258
2024
Q3 		– Sell
-5,840
Closed -$511K – 404
2024
Q2 		$511K Buy
5,840
+1,750
+43% +$150K 0.01% 248
2024
Q1 		$412K Buy
+4,090
New +$300K 0.01% 287

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial's SMCI Position: Q4 2025 in Review

Phoenix Financial sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,285 shares — an estimated $253K sold.

Phoenix Financial first reported a position in SMCI in Q1 2024 and held it in 5 quarters. The position peaked at $511K in Q2 2024. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Phoenix Financial reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 5,285 Super Micro Computer shares in Q4 2025, an estimated $253K.
  • Phoenix Financial first reported a position in Super Micro Computer in Q1 2024 and held it in 5 quarters.
  • Phoenix Financial's Super Micro Computer position peaked at $511K in Q2 2024.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.