FineMark National Bank & Trust’s VanEck Semiconductor ETF SMH Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$703K	Buy	1,952 +446	+30%	+$156K	0.02%	266
2025 Q3	$491K	Sell	1,506 -56	-4%	-$16.6K	0.02%	310
2025 Q2	$436K	Buy	+1,562	New	+$362K	0.01%	318
2024 Q1	–	Sell	-1,448	Closed	-$253K	–	450
2023 Q4	$253K	Hold	1,448	–	–	0.01%	360
2023 Q3	$210K	Sell	1,448 -110	-7%	-$16.7K	0.01%	382
2023 Q2	$237K	Hold	1,558	–	–	0.01%	381
2023 Q1	$205K	Buy	+1,558	New	+$187K	0.01%	393

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FineMark National Bank & Trust's SMH Position: Q4 2025 in Review

FineMark National Bank & Trust increased its VanEck Semiconductor ETF (SMH) stake by 30% in Q4 2025, buying an estimated $156K and bringing the position to 1,952 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #266.

FineMark National Bank & Trust first reported a position in SMH in Q1 2023 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

FineMark National Bank & Trust held 1,952 shares of VanEck Semiconductor ETF worth $703K as of Q4 2025.
FineMark National Bank & Trust bought 446 VanEck Semiconductor ETF shares in Q4 2025, an estimated $156K.
VanEck Semiconductor ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #266 holding.
FineMark National Bank & Trust first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 7 quarters since.
1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.