Stiles Financial Services
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Stiles Financial Services’s Super Micro Computer SMCI Stock Holding History

Stiles Financial Services’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 		$1.43M Buy
34,815
+210
+0.6% +$7.14K 0.36% 68
2026
Q2 		$1.01M Sell
34,605
-370
-1% -$11.8K 0.25% 86
2026
Q1 		$796K Sell
34,975
-3,860
-10% -$116K 0.24% 92
2025
Q4 		$1.14M Buy
38,835
+11,520
+42% +$474K 0.35% 79
2025
Q3 		$1.31M Buy
27,315
+5,345
+24% +$255K 0.41% 72
2025
Q2 		$1.08M Buy
21,970
+2,500
+13% +$96.4K 0.37% 79
2025
Q1 		$667K Buy
19,470
+8,120
+72% +$308K 0.26% 96
2024
Q4 		$346K Buy
11,350
+600
+6% +$21.8K 0.13% 135
2024
Q3 		$448K Buy
10,750
+6,500
+153% +$396K 0.16% 122
2024
Q2 		$348K Buy
4,250
+1,460
+52% +$125K 0.13% 130
2024
Q1 		$282K Buy
+2,790
New +$204K 0.11% 147

Other funds holding SMCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stiles Financial Services's SMCI Position: Q3 2026 in Review

Stiles Financial Services increased its Super Micro Computer (SMCI) stake by 0.61% in Q3 2026, buying an estimated $7.14K and bringing the position to 34,815 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #68.

Stiles Financial Services first reported a position in SMCI in Q1 2024 and has held it in 11 quarters since. 402 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Stiles Financial Services held 34,815 shares of Super Micro Computer worth $1.43M as of Q3 2026.
  • Stiles Financial Services bought 210 Super Micro Computer shares in Q3 2026, an estimated $7.14K.
  • Super Micro Computer made up 0.36% of Stiles Financial Services's portfolio in Q3 2026, its #68 holding.
  • Stiles Financial Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 11 quarters since.
  • 402 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.