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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Root Financial Partners's SMCI Position: Q2 2026 in Review

Root Financial Partners sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 777 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in SMCI in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 234 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Root Financial Partners reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 777 Super Micro Computer shares in Q2 2026, an estimated $17.7K.
  • Root Financial Partners first reported a position in Super Micro Computer in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Super Micro Computer position peaked at $17.7K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.