BBR Partners’s VanEck Semiconductor ETF SMH Stock Holding History

BBR Partners’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	$779K	Hold	1,187	–	–	0.04%	138
2026 Q1	$455K	Hold	1,187	–	–	0.03%	167
2025 Q4	$427K	Buy	+1,187	New	+$416K	0.02%	177

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BBR Partners's SMH Position: Q2 2026 in Review

BBR Partners held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,187 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #138.

BBR Partners first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

BBR Partners held 1,187 shares of VanEck Semiconductor ETF worth $779K as of Q2 2026.
BBR Partners left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.04% of BBR Partners's portfolio in Q2 2026, its #138 holding.
BBR Partners first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.