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TFC Financial Management’s Super Micro Computer SMCI Stock Holding History

TFC Financial Management’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 		$235 Buy
+8
New +$255 ﹤0.01% 828
2026
Q1 		– Sell
-17
Closed -$498 – 1060
2025
Q4 		$498 Sell
17
-15
-47% -$618 ﹤0.01% 702
2025
Q3 		$1.53K Sell
32
-4
-11% -$191 ﹤0.01% 579
2025
Q2 		$1.76K Buy
36
+19
+112% +$732 ﹤0.01% 518
2025
Q1 		$583 Buy
+17
New +$645 ﹤0.01% 620
2024
Q3 		– Sell
-610
Closed -$50K – 1088
2024
Q2 		$50K Sell
610
-190
-24% -$16.2K 0.01% 238
2024
Q1 		$80.8K Buy
800
+150
+23% +$11K 0.01% 195
2023
Q4 		$18.5K Buy
650
+90
+16% +$2.5K ﹤0.01% 292
2023
Q3 		$15.4K Buy
560
+100
+22% +$2.79K ﹤0.01% 307
2023
Q2 		$11.5K Buy
+460
New +$7.71K ﹤0.01% 326

Other funds holding SMCI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 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

TFC Financial Management's SMCI Position: Q2 2026 in Review

TFC Financial Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 8 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in SMCI as recently as Q4 2025.

TFC Financial Management first reported a position in SMCI in Q2 2023 and has held it in 10 quarters since. The position peaked at $80.8K in Q1 2024. 319 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • TFC Financial Management held 8 shares of Super Micro Computer worth $235 as of Q2 2026.
  • Super Micro Computer was a new TFC Financial Management position in Q2 2026.
  • Super Micro Computer made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #828 holding.
  • TFC Financial Management first reported a position in Super Micro Computer in Q2 2023 and has held it in 10 quarters since.
  • TFC Financial Management's Super Micro Computer position peaked at $80.8K in Q1 2024.
  • 319 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.