Root Financial Partners
SMCI icon

Root Financial Partners’s Super Micro Computer SMCI Stock Holding History

Root Financial Partners’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 		$55K Buy
+1,338
New +$45.5K ﹤0.01% 1034
2026
Q2 		– Sell
-777
Closed -$17.7K – 2738
2026
Q1 		$17.7K Buy
777
+258
+50% +$7.74K ﹤0.01% 1392
2025
Q4 		$15.2K Buy
519
+250
+93% +$10.3K ﹤0.01% 1311
2025
Q3 		$12.9K Buy
+269
New +$12.8K ﹤0.01% 1332

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

Root Financial Partners's SMCI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Super Micro Computer (SMCI) in Q3 2026: 1,338 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMCI as recently as Q1 2026.

Root Financial Partners first reported a position in SMCI in Q3 2025 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Root Financial Partners held 1,338 shares of Super Micro Computer worth $55K as of Q3 2026.
  • Super Micro Computer was a new Root Financial Partners position in Q3 2026.
  • Super Micro Computer made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1034 holding.
  • Root Financial Partners first reported a position in Super Micro Computer in Q3 2025 and has held it in 4 quarters since.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.