Bryn Mawr Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bryn Mawr Capital Management’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	$921K	Buy	1,404 +81	+6%	+$44.2K	0.04%	226
2026 Q1	$507K	Buy	1,323 +126	+11%	+$50K	0.02%	273
2025 Q4	$431K	Hold	1,197	–	–	0.02%	294
2025 Q3	$391K	Buy	1,197 +24	+2%	+$7.11K	0.02%	308
2025 Q2	$327K	Buy	+1,173	New	+$272K	0.02%	330
2025 Q1	–	Sell	-936	Closed	-$227K	–	430
2024 Q4	$227K	Hold	936	–	–	0.01%	387
2024 Q3	$230K	Hold	936	–	–	0.01%	373
2024 Q2	$244K	Buy	+936	New	+$219K	0.01%	360

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

Bryn Mawr Capital Management's SMH Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its VanEck Semiconductor ETF (SMH) stake by 6.1% in Q2 2026, buying an estimated $44.2K and bringing the position to 1,404 shares worth $921K. The position accounts for 0.04% of the portfolio, ranked #226.

Bryn Mawr Capital Management first reported a position in SMH in Q2 2024 and has held it in 8 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bryn Mawr Capital Management held 1,404 shares of VanEck Semiconductor ETF worth $921K as of Q2 2026.
Bryn Mawr Capital Management bought 81 VanEck Semiconductor ETF shares in Q2 2026, an estimated $44.2K.
VanEck Semiconductor ETF made up 0.04% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #226 holding.
Bryn Mawr Capital Management first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.