Mizuho Markets Americas’s VanEck Semiconductor ETF SMH Stock Holding History

Mizuho Markets Americas’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	$2.75M	Sell	4,200 -8,100	-66%	-$4.42M	0.04%	149
2026 Q1	$4.72M	Buy	+12,300	New	+$4.88M	0.13%	98

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mizuho Markets Americas's SMH Position: Q2 2026 in Review

Mizuho Markets Americas reduced its VanEck Semiconductor ETF (SMH) stake by 66% in Q2 2026, selling an estimated $4.42M and leaving 4,200 shares worth $2.75M. The position accounts for 0.04% of the portfolio, ranked #149.

Mizuho Markets Americas first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.72M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Mizuho Markets Americas held 4,200 shares of VanEck Semiconductor ETF worth $2.75M as of Q2 2026.
Mizuho Markets Americas sold 8,100 VanEck Semiconductor ETF shares in Q2 2026, an estimated $4.42M.
VanEck Semiconductor ETF made up 0.04% of Mizuho Markets Americas's portfolio in Q2 2026, its #149 holding.
Mizuho Markets Americas first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
Mizuho Markets Americas's VanEck Semiconductor ETF position peaked at $4.72M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Mizuho Markets Americas's 13F filing for Q2 2026, filed 24 Jul 2026.