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Curi RMB Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Curi RMB Capital’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
+634
New +$216K ﹤0.01% 823
2025
Q2 		– Sell
-2,416
Closed -$455K – 682
2025
Q1 		$455K Sell
2,416
-35,976
-94% -$7.68M 0.01% 396
2024
Q4 		$8.27M Buy
+38,392
New +$8.56M 0.19% 151

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Curi RMB Capital's SOXX Position: Q1 2026 in Review

Curi RMB Capital opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 634 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in SOXX as recently as Q1 2025.

Curi RMB Capital first reported a position in SOXX in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.27M in Q4 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Curi RMB Capital held 634 shares of iShares Semiconductor ETF worth $208K as of Q1 2026.
  • iShares Semiconductor ETF was a new Curi RMB Capital position in Q1 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #823 holding.
  • Curi RMB Capital first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 3 quarters since.
  • Curi RMB Capital's iShares Semiconductor ETF position peaked at $8.27M in Q4 2024.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.