Stifel Financial
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Stifel Financial’s Super Micro Computer SMCI Stock Holding History

Stifel 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
2026
Q2 		$10.8M Sell
366,668
-56,945
-13% -$1.81M 0.01% 972
2026
Q1 		$9.65M Buy
423,613
+141,782
+50% +$4.25M 0.01% 983
2025
Q4 		$8.25M Sell
281,831
-35,625
-11% -$1.47M 0.01% 1063
2025
Q3 		$15.2M Buy
317,456
+2,168
+0.7% +$104K 0.01% 744
2025
Q2 		$15.5M Buy
315,288
+6,814
+2% +$263K 0.02% 704
2025
Q1 		$10.6M Buy
308,474
+4,022
+1% +$153K 0.01% 819
2024
Q4 		$9.28M Sell
304,452
-61,828
-17% -$2.25M 0.01% 880
2024
Q3 		$15.3M Buy
366,280
+192,520
+111% +$11.7M 0.02% 696
2024
Q2 		$14.2M Buy
173,760
+49,130
+39% +$4.2M 0.02% 678
2024
Q1 		$12.6M Sell
124,630
-66,250
-35% -$4.85M 0.01% 720
2023
Q4 		$5.43M Buy
190,880
+24,390
+15% +$676K 0.01% 1064
2023
Q3 		$4.57M Buy
166,490
+50,390
+43% +$1.41M 0.01% 1076
2023
Q2 		$2.89M Sell
116,100
-46,950
-29% -$786K ﹤0.01% 1381
2023
Q1 		$1.74M Sell
163,050
-24,180
-13% -$218K ﹤0.01% 1672
2022
Q4 		$1.54M Sell
187,230
-3,880
-2% -$29.5K ﹤0.01% 1711
2022
Q3 		$1.05M Buy
+191,110
New +$1.09M ﹤0.01% 1943
2016
Q3 		– Sell
-1,054,670
Closed -$2.62M – 2504
2016
Q2 		$2.62M Buy
1,054,670
+44,500
+4% +$122K 0.01% 884
2016
Q1 		$3.44M Buy
1,010,170
+241,760
+31% +$723K 0.02% 702
2015
Q4 		$1.88M Buy
768,410
+65,820
+9% +$172K 0.01% 992
2015
Q3 		$1.91M Buy
702,590
+81,900
+13% +$218K 0.01% 932
2015
Q2 		$1.83M Buy
620,690
+58,870
+10% +$194K 0.01% 1050
2015
Q1 		$1.87M Sell
561,820
-8,910
-2% -$32.8K 0.01% 974
2014
Q4 		$1.99M Buy
570,730
+90,220
+19% +$282K 0.01% 919
2014
Q3 		$1.41M Buy
+480,510
New +$1.25M 0.01% 925

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stifel Financial's SMCI Position: Q2 2026 in Review

Stifel Financial reduced its Super Micro Computer (SMCI) stake by 13% in Q2 2026, selling an estimated $1.81M and leaving 366,668 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #972.

Stifel Financial first reported a position in SMCI in Q3 2014 and has held it in 24 quarters since. The position peaked at $15.5M in Q2 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Stifel Financial held 366,668 shares of Super Micro Computer worth $10.8M as of Q2 2026.
  • Stifel Financial sold 56,945 Super Micro Computer shares in Q2 2026, an estimated $1.81M.
  • Super Micro Computer made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #972 holding.
  • Stifel Financial first reported a position in Super Micro Computer in Q3 2014 and has held it in 24 quarters since.
  • Stifel Financial's Super Micro Computer position peaked at $15.5M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.