Summit Financial’s Super Micro Computer SMCI Stock Holding History

Summit 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	$4.15M	Buy	141,462 +11,670	+9%	+$372K	0.05%	391
2026 Q1	$2.96M	Buy	129,792 +13,034	+11%	+$391K	0.04%	460
2025 Q4	$3.42M	Buy	116,758 +76	+0.1%	+$3.13K	0.05%	348
2025 Q3	$5.59M	Buy	116,682 +109,949	+1,633%	+$5.25M	0.09%	232
2025 Q2	$330K	Sell	6,733 -1,363	-17%	-$52.5K	0.01%	658
2025 Q1	$277K	Buy	+8,096	New	+$307K	0.01%	626
2024 Q4	–	Sell	-4,900	Closed	-$204K	–	656
2024 Q3	$204K	Sell	4,900 -24,980	-84%	-$1.52M	0.01%	522
2024 Q2	$2.45M	Buy	29,880 +1,590	+6%	+$136K	0.11%	135
2024 Q1	$2.86M	Sell	28,290 -2,620	-8%	-$192K	0.17%	75
2023 Q4	$879K	Buy	30,910 +1,130	+4%	+$31.3K	0.06%	185
2023 Q3	$817K	Buy	+29,780	New	+$830K	0.06%	183

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit Financial's SMCI Position: Q2 2026 in Review

Summit Financial increased its Super Micro Computer (SMCI) stake by 9% in Q2 2026, buying an estimated $372K and bringing the position to 141,462 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #391.

Summit Financial first reported a position in SMCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.59M in Q3 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Summit Financial held 141,462 shares of Super Micro Computer worth $4.15M as of Q2 2026.
Summit Financial bought 11,670 Super Micro Computer shares in Q2 2026, an estimated $372K.
Super Micro Computer made up 0.05% of Summit Financial's portfolio in Q2 2026, its #391 holding.
Summit Financial first reported a position in Super Micro Computer in Q3 2023 and has held it in 11 quarters since.
Summit Financial's Super Micro Computer position peaked at $5.59M in Q3 2025.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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