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Trek Financial’s Silicon Motion SIMO Stock Holding History

Trek Financial’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$931K Buy
+2,794
New +$647K 0.05% 253

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Trek Financial's SIMO Position: Q2 2026 in Review

Trek Financial opened a new position in Silicon Motion (SIMO) in Q2 2026: 2,794 shares worth $931K. The stake represents 0.05% of the portfolio and ranks #253 among its holdings.

385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Trek Financial held 2,794 shares of Silicon Motion worth $931K as of Q2 2026.
  • Silicon Motion was a new Trek Financial position in Q2 2026.
  • Silicon Motion made up 0.05% of Trek Financial's portfolio in Q2 2026, its #253 holding.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

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