Bayban’s VanEck Semiconductor ETF SMH Stock Holding History

Bayban’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	$269K	Hold	410	–	–	0.21%	82
2026 Q1	$157K	Hold	410	–	–	0.14%	121
2025 Q4	$148K	Buy	+410	New	+$144K	0.13%	123

Other funds holding SMH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Bayban's SMH Position: Q2 2026 in Review

Bayban held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 410 shares worth $269K. The position accounts for 0.21% of the portfolio, ranked #82.

Bayban first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,491 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bayban held 410 shares of VanEck Semiconductor ETF worth $269K as of Q2 2026.
Bayban left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.21% of Bayban's portfolio in Q2 2026, its #82 holding.
Bayban first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,491 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.