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JFG
Jefferies Financial Group’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Jefferies 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
$5.82M
Buy
15,189
+5,457
+56%
+$2.17M
0.07%
317
2025
Q4
$3.5M
Sell
9,732
-13,307
-58%
-$4.67M
0.03%
584
2025
Q3
$7.52M
Buy
23,039
+4,649
+25%
+$1.38M
0.07%
278
2025
Q2
$5.13M
Buy
18,390
+3,289
+22%
+$763K
0.08%
294
2025
Q1
$3.19M
Sell
15,101
-1,895
-11%
-$454K
0.06%
429
2024
Q4
$4.12M
Buy
16,996
+924
+6%
+$229K
0.05%
430
2024
Q3
$3.94M
Sell
16,072
-1,139
-7%
-$277K
0.06%
375
2024
Q2
$4.49M
Buy
17,211
+7,990
+87%
+$1.87M
0.09%
329
2024
Q1
$2.07M
Buy
9,221
+2,500
+37%
+$503K
0.04%
584
2023
Q4
$1.18M
Buy
6,721
+2,739
+69%
+$429K
0.02%
885
2023
Q3
$577K
Buy
3,982
+376
+10%
+$56.9K
0.01%
1014
2023
Q2
$549K
Buy
+3,606
New
+$487K
0.01%
1144
2023
Q1
–
Sell
-9,350
Closed
-$949K
–
1993
2022
Q4
$949K
Buy
+9,350
New
+$951K
0.02%
886
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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