BFG
SMH icon

Berger Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Berger Financial 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
Q1 		$636K Buy
1,659
+21
+1% +$8.34K 0.04% 264
2025
Q4 		$590K Buy
1,638
+75
+5% +$26.3K 0.03% 272
2025
Q3 		$510K Buy
1,563
+26
+2% +$7.7K 0.03% 282
2025
Q2 		$429K Sell
1,537
-27
-2% -$6.26K 0.03% 285
2025
Q1 		$331K Buy
1,564
+83
+6% +$19.9K 0.02% 315
2024
Q4 		$359K Buy
1,481
+141
+11% +$35K 0.02% 302
2024
Q3 		$329K Buy
1,340
+105
+9% +$25.5K 0.02% 288
2024
Q2 		$322K Buy
1,235
+227
+23% +$53.2K 0.03% 271
2024
Q1 		$227K Buy
+1,008
New +$203K 0.02% 331

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Berger Financial Group's SMH Position: Q1 2026 in Review

Berger Financial Group increased its VanEck Semiconductor ETF (SMH) stake by 1.3% in Q1 2026, buying an estimated $8.34K and bringing the position to 1,659 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #264.

Berger Financial Group first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Berger Financial Group held 1,659 shares of VanEck Semiconductor ETF worth $636K as of Q1 2026.
  • Berger Financial Group bought 21 VanEck Semiconductor ETF shares in Q1 2026, an estimated $8.34K.
  • VanEck Semiconductor ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #264 holding.
  • Berger Financial Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.