Principal Securities
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Principal Securities’s Super Micro Computer SMCI Stock Holding History

Principal Securities’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
Q3 		$304K Buy
+7,414
New +$252K ﹤0.01% 1314
2026
Q1 		– Sell
-8,287
Closed -$243K – 1469
2025
Q4 		$243K Buy
8,287
+538
+7% +$22.2K ﹤0.01% 1230
2025
Q3 		$371K Sell
7,749
-493
-6% -$23.5K 0.01% 1028
2025
Q2 		$404K Buy
8,242
+5,095
+162% +$196K 0.01% 944
2025
Q1 		$95.9K Hold
3,147
– – ﹤0.01% 1460
2024
Q4 		$95.9K Sell
3,147
-5,833
-65% -$212K ﹤0.01% 1458
2024
Q3 		$374K Sell
8,980
-1,910
-18% -$116K 0.01% 858
2024
Q2 		$892K Buy
10,890
+1,660
+18% +$142K 0.02% 505
2024
Q1 		$932K Sell
9,230
-6,510
-41% -$477K 0.03% 477
2023
Q4 		$447K Buy
+15,740
New +$436K 0.02% 637

Other funds holding SMCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Principal Securities's SMCI Position: Q3 2026 in Review

Principal Securities opened a new position in Super Micro Computer (SMCI) in Q3 2026: 7,414 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Principal Securities previously reported a position in SMCI as recently as Q4 2025.

Principal Securities first reported a position in SMCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $932K in Q1 2024. 711 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Principal Securities held 7,414 shares of Super Micro Computer worth $304K as of Q3 2026.
  • Super Micro Computer was a new Principal Securities position in Q3 2026.
  • Super Micro Computer made up ﹤0.01% of Principal Securities's portfolio in Q3 2026, its #1314 holding.
  • Principal Securities first reported a position in Super Micro Computer in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Super Micro Computer position peaked at $932K in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.