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KKM Financial’s iShares Semiconductor ETF SOXX Stock Holding History

KKM Financial’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 		$4.6M Hold
15,278
– – 0.82% 57
2025
Q4 		$4.6M Buy
15,278
+3,599
+31% +$1.06M 0.82% 57
2025
Q3 		$3.17M Sell
11,679
-568
-5% -$142K 1% 49
2025
Q2 		$2.93M Sell
12,247
-5,603
-31% -$1.12M 1.02% 43
2025
Q1 		$3.37M Sell
17,850
-1,939
-10% -$414K 1.43% 16
2024
Q4 		$4.27M Buy
19,789
+379
+2% +$84.5K 1.78% 10
2024
Q3 		$4.48M Sell
19,410
-4,253
-18% -$977K 2.21% 5
2024
Q2 		$6.75M Sell
23,663
-5,072
-18% -$1.16M 3.2% 2
2024
Q1 		$6.49M Buy
28,735
+12,478
+77% +$2.59M 3.16% 2
2023
Q4 		$3.12M Buy
+16,257
New +$2.73M 1.97% 7

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

KKM Financial's SOXX Position: Q1 2026 in Review

KKM Financial held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 15,278 shares worth $4.6M. The position accounts for 0.82% of the portfolio, ranked #57.

KKM Financial first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.75M in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • KKM Financial held 15,278 shares of iShares Semiconductor ETF worth $4.6M as of Q1 2026.
  • KKM Financial left its iShares Semiconductor ETF share count unchanged in Q1 2026.
  • iShares Semiconductor ETF made up 0.82% of KKM Financial's portfolio in Q1 2026, its #57 holding.
  • KKM Financial first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's iShares Semiconductor ETF position peaked at $6.75M in Q2 2024.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.