MFG
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Merit Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Merit 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
Q2 		$27.1M Sell
41,345
-271
-0.7% -$148K 0.17% 108
2026
Q1 		$16M Buy
41,616
+782
+2% +$311K 0.12% 152
2025
Q4 		$14.7M Sell
40,834
-1,485
-4% -$521K 0.12% 146
2025
Q3 		$13.8M Sell
42,319
-210
-0.5% -$62.2K 0.13% 131
2025
Q2 		$11.9M Sell
42,529
-9,627
-18% -$2.23M 0.13% 121
2025
Q1 		$11M Buy
52,156
+5,345
+11% +$1.28M 0.17% 104
2024
Q4 		$11.3M Buy
46,811
+30,945
+195% +$7.68M 0.2% 91
2024
Q3 		$3.89M Buy
15,866
+740
+5% +$180K 0.09% 180
2024
Q2 		$3.94M Buy
15,126
+724
+5% +$170K 0.09% 173
2024
Q1 		$3.14M Buy
+14,402
New +$2.9M 0.07% 205
2023
Q4 		– Sell
-12,142
Closed -$1.76M – 821
2023
Q3 		$1.76M Sell
12,142
-89
-0.7% -$13.5K 0.06% 239
2023
Q2 		$1.86M Sell
12,231
-1
-0% -$135 0.06% 232
2023
Q1 		$1.61M Buy
12,232
+590
+5% +$70.7K 0.06% 231
2022
Q4 		$1.18M Sell
11,642
-8,740
-43% -$889K 0.04% 266
2022
Q3 		$1.89M Sell
20,382
-11,148
-35% -$1.22M 0.08% 166
2022
Q2 		$3.21M Buy
+31,530
New +$3.66M 0.1% 134

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Merit Financial Group's SMH Position: Q2 2026 in Review

Merit Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 0.65% in Q2 2026, selling an estimated $148K and leaving 41,345 shares worth $27.1M. The position accounts for 0.17% of the portfolio, ranked #108.

Merit Financial Group first reported a position in SMH in Q2 2022 and has held it in 16 quarters since. 1,551 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Merit Financial Group held 41,345 shares of VanEck Semiconductor ETF worth $27.1M as of Q2 2026.
  • Merit Financial Group sold 271 VanEck Semiconductor ETF shares in Q2 2026, an estimated $148K.
  • VanEck Semiconductor ETF made up 0.17% of Merit Financial Group's portfolio in Q2 2026, its #108 holding.
  • Merit Financial Group first reported a position in VanEck Semiconductor ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,551 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.