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Newbridge Financial Services Group’s VanEck Semiconductor ETF SMH Stock Holding History

Newbridge Financial Services 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 		$30.5M Sell
46,477
-1,373
-3% -$749K 3.77% 2
2026
Q1 		$18.3M Sell
47,850
-367
-0.8% -$146K 3.02% 4
2025
Q4 		$17.4M Buy
48,217
+3,035
+7% +$1.06M 2.7% 6
2025
Q3 		$14.7M Buy
45,182
+582
+1% +$172K 2.2% 8
2025
Q2 		$12.4M Buy
44,600
+6,334
+17% +$1.47M 2.02% 10
2025
Q1 		$8.09M Buy
38,266
+7,232
+23% +$1.73M 1.96% 10
2024
Q4 		$7.52M Buy
31,034
+2,446
+9% +$607K 1.93% 8
2024
Q3 		$7.02M Buy
28,588
+8,756
+44% +$2.13M 2.46% 4
2024
Q2 		$5.17M Buy
19,832
+5,941
+43% +$1.39M 1.93% 6
2024
Q1 		$3.13M Buy
13,891
+2,740
+25% +$551K 1.36% 8
2023
Q4 		$1.95M Buy
11,151
+3,768
+51% +$590K 0.95% 12
2023
Q3 		$1.07M Buy
7,383
+4,694
+175% +$711K 0.54% 30
2023
Q2 		$409K Buy
2,689
+1,367
+103% +$185K 0.2% 103
2023
Q1 		$174K Buy
1,322
+276
+26% +$33.1K 0.09% 215
2022
Q4 		$106K Buy
+1,046
New +$106K 0.06% 290
2022
Q1 		– Sell
-4,778
Closed -$738K – 1553
2021
Q4 		$738K Buy
4,778
+100
+2% +$14.5K 0.35% 66
2021
Q3 		$599K Sell
4,678
-100
-2% -$13.2K 0.37% 55
2021
Q2 		$626K Buy
4,778
+100
+2% +$12.3K 0.38% 56
2021
Q1 		$570K Sell
4,678
-2,496
-35% -$296K 0.42% 52
2020
Q4 		$783K Buy
7,174
+248
+4% +$24.6K 0.64% 26
2020
Q3 		$603K Buy
+6,926
New +$580K 0.59% 36

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

Newbridge Financial Services Group's SMH Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, selling an estimated $749K and leaving 46,477 shares worth $30.5M. The position accounts for 3.77% of the portfolio, ranked #2.

Newbridge Financial Services Group first reported a position in SMH in Q3 2020 and has held it in 21 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Newbridge Financial Services Group held 46,477 shares of VanEck Semiconductor ETF worth $30.5M as of Q2 2026.
  • Newbridge Financial Services Group sold 1,373 VanEck Semiconductor ETF shares in Q2 2026, an estimated $749K.
  • VanEck Semiconductor ETF made up 3.77% of Newbridge Financial Services Group's portfolio in Q2 2026, its #2 holding.
  • Newbridge Financial Services Group first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 21 quarters since.
  • 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.