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Bay Rivers Group’s VanEck Semiconductor ETF SMH Stock Holding History

Bay Rivers Group’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.65M Sell
13,181
-2,800
-18% -$1.53M 2.95% 9
2026
Q1 		$6.13M Sell
15,981
-2,381
-13% -$945K 2.55% 11
2025
Q4 		$6.61M Sell
18,362
-202
-1% -$70.9K 2.67% 11
2025
Q3 		$6.06M Sell
18,564
-2,096
-10% -$621K 2.55% 12
2025
Q2 		$5.76M Buy
20,660
+394
+2% +$91.4K 2.64% 12
2025
Q1 		$4.29M Sell
20,266
-542
-3% -$130K 2.25% 18
2024
Q4 		$5.04M Buy
20,808
+34
+0.2% +$8.44K 2.44% 14
2024
Q3 		$5.1M Buy
20,774
+1,241
+6% +$302K 2.53% 12
2024
Q2 		$5.09M Sell
19,533
-2,346
-11% -$550K 2.65% 11
2024
Q1 		$4.92M Sell
21,879
-5,742
-21% -$1.15M 2.7% 10
2023
Q4 		$4.83M Buy
27,621
+194
+0.7% +$30.4K 3.03% 9
2023
Q3 		$3.98M Buy
27,427
+79
+0.3% +$12K 3.06% 10
2023
Q2 		$4.16M Buy
27,348
+278
+1% +$37.6K 3.12% 8
2023
Q1 		$3.56M Buy
27,070
+248
+0.9% +$29.7K 3.11% 9
2022
Q4 		$2.72M Sell
26,822
-20
-0.1% -$2.03K 2.76% 16
2022
Q3 		$2.48M Buy
26,842
+280
+1% +$30.5K 2.48% 19
2022
Q2 		$2.71M Sell
26,562
-898
-3% -$104K 2.41% 18
2022
Q1 		$3.7M Sell
27,460
-114
-0.4% -$15.6K 2.67% 12
2021
Q4 		$4.26M Buy
27,574
+530
+2% +$76.6K 2.6% 10
2021
Q3 		$3.46M Buy
27,044
+232
+0.9% +$30.6K 2.36% 16
2021
Q2 		$3.52M Buy
26,812
+520
+2% +$64.2K 2.5% 14
2021
Q1 		$3.2M Buy
26,292
+34
+0.1% +$4.03K 2.49% 13
2020
Q4 		$2.87M Sell
26,258
-132
-0.5% -$13.1K 2.4% 14
2020
Q3 		$2.3M Sell
26,390
-11,176
-30% -$937K 2.16% 17
2020
Q2 		$2.87M Buy
37,566
+246
+0.7% +$16.9K 2.97% 10
2020
Q1 		$2.19M Buy
37,320
+1,680
+5% +$113K 3.1% 12
2019
Q4 		$2.52M Buy
+35,640
New +$2.33M 2.44% 16

Other funds holding SMH

SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Bay Rivers Group's SMH Position: Q2 2026 in Review

Bay Rivers Group reduced its VanEck Semiconductor ETF (SMH) stake by 18% in Q2 2026, selling an estimated $1.53M and leaving 13,181 shares worth $8.65M. The position accounts for 2.95% of the portfolio, ranked #9.

Bay Rivers Group first reported a position in SMH in Q4 2019 and has held it in 27 quarters since. 706 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Bay Rivers Group held 13,181 shares of VanEck Semiconductor ETF worth $8.65M as of Q2 2026.
  • Bay Rivers Group sold 2,800 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.53M.
  • VanEck Semiconductor ETF made up 2.95% of Bay Rivers Group's portfolio in Q2 2026, its #9 holding.
  • Bay Rivers Group first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 27 quarters since.
  • 706 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.