JBC
SMH icon

Jefferson Bridge Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Jefferson Bridge Capital’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 		$1.09M Sell
1,665
-208
-11% -$113K 0.95% 38
2026
Q1 		$718K Buy
1,873
+11
+0.6% +$4.37K 0.71% 45
2025
Q4 		$671K Buy
+1,862
New +$653K 0.68% 44

Other funds holding SMH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jefferson Bridge Capital's SMH Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its VanEck Semiconductor ETF (SMH) stake by 11% in Q2 2026, selling an estimated $113K and leaving 1,665 shares worth $1.09M. The position accounts for 0.95% of the portfolio, ranked #38.

Jefferson Bridge Capital first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Jefferson Bridge Capital held 1,665 shares of VanEck Semiconductor ETF worth $1.09M as of Q2 2026.
  • Jefferson Bridge Capital sold 208 VanEck Semiconductor ETF shares in Q2 2026, an estimated $113K.
  • VanEck Semiconductor ETF made up 0.95% of Jefferson Bridge Capital's portfolio in Q2 2026, its #38 holding.
  • Jefferson Bridge Capital first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.