Sigma Planning Corp
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Sigma Planning Corp’s Super Micro Computer SMCI Stock Holding History

Sigma Planning Corp’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 		$784K Sell
19,098
-2,224
-10% -$75.6K 0.02% 666
2026
Q2 		$625K Buy
21,322
+3,308
+18% +$105K 0.02% 812
2026
Q1 		$410K Sell
18,014
-5,660
-24% -$170K 0.01% 926
2025
Q4 		$691K Sell
23,674
-2,242
-9% -$92.3K 0.02% 674
2025
Q3 		$1.24M Sell
25,916
-1,153
-4% -$55.1K 0.04% 454
2025
Q2 		$1.33M Buy
27,069
+3,990
+17% +$154K 0.04% 414
2025
Q1 		$790K Buy
23,079
+8,738
+61% +$332K 0.03% 565
2024
Q4 		$437K Sell
14,341
-25,159
-64% -$914K 0.01% 786
2024
Q3 		$1.64M Buy
39,500
+7,920
+25% +$482K 0.05% 346
2024
Q2 		$2.59M Buy
31,580
+13,550
+75% +$1.16M 0.08% 233
2024
Q1 		$1.82M Sell
18,030
-14,840
-45% -$1.09M 0.06% 336
2023
Q4 		$934K Sell
32,870
-24,900
-43% -$690K 0.07% 284
2023
Q3 		$1.58M Buy
+57,770
New +$1.61M 0.06% 324
2020
Q3 		– Sell
-82,500
Closed -$234K – 1154
2020
Q2 		$234K Buy
+82,500
New +$208K 0.01% 875

Other funds holding SMCI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Sigma Planning Corp's SMCI Position: Q3 2026 in Review

Sigma Planning Corp reduced its Super Micro Computer (SMCI) stake by 10% in Q3 2026, selling an estimated $75.6K and leaving 19,098 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #666.

Sigma Planning Corp first reported a position in SMCI in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.59M in Q2 2024. 255 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Sigma Planning Corp held 19,098 shares of Super Micro Computer worth $784K as of Q3 2026.
  • Sigma Planning Corp sold 2,224 Super Micro Computer shares in Q3 2026, an estimated $75.6K.
  • Super Micro Computer made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #666 holding.
  • Sigma Planning Corp first reported a position in Super Micro Computer in Q2 2020 and has held it in 14 quarters since.
  • Sigma Planning Corp's Super Micro Computer position peaked at $2.59M in Q2 2024.
  • 255 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.