JSF Financial’s VanEck Semiconductor ETF SMH Stock Holding History

JSF Financial’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	$411K	Buy	1,071 +28	+3%	+$11.1K	0.08%	95
2025 Q4	$376K	Buy	1,043 +96	+10%	+$33.7K	0.08%	95
2025 Q3	$309K	Buy	947 +78	+9%	+$23.1K	0.07%	100
2025 Q2	$242K	Buy	+869	New	+$201K	0.06%	110

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 $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

JSF Financial's SMH Position: Q1 2026 in Review

JSF Financial increased its VanEck Semiconductor ETF (SMH) stake by 2.7% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,071 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #95.

JSF Financial first reported a position in SMH in Q2 2025 and has held it in 4 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

JSF Financial held 1,071 shares of VanEck Semiconductor ETF worth $411K as of Q1 2026.
JSF Financial bought 28 VanEck Semiconductor ETF shares in Q1 2026, an estimated $11.1K.
VanEck Semiconductor ETF made up 0.08% of JSF Financial's portfolio in Q1 2026, its #95 holding.
JSF Financial first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.