Patriot Financial Group Insurance Agency’s VanEck Semiconductor ETF SMH Stock Holding History

Patriot Financial Group Insurance Agency’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	$456K	Sell	696 -470	-40%	-$256K	0.05%	322
2026 Q1	$447K	Buy	+1,166	New	+$463K	0.03%	473
2023 Q3	–	Sell	-8,997	Closed	-$1.37M	–	490
2023 Q2	$1.37M	Buy	8,997 +133	+2%	+$18K	0.26%	92
2023 Q1	$1.17M	Hold	8,864	–	–	0.24%	101
2022 Q4	$899K	Buy	8,864 +120	+1%	+$12.2K	0.12%	120
2022 Q3	$809K	Hold	8,744	–	–	0.2%	130
2022 Q2	$891K	Sell	8,744 -890	-9%	-$103K	0.18%	126
2022 Q1	$1.3M	Sell	9,634 -200	-2%	-$27.4K	0.23%	97
2021 Q4	$1.52M	Sell	9,834 -300	-3%	-$43.4K	0.25%	88
2021 Q3	$1.3M	Sell	10,134 -550	-5%	-$72.4K	0.23%	103
2021 Q2	$1.4M	Buy	10,684 +9,584	+871%	+$1.18M	0.26%	88
2021 Q1	$134K	Buy	+1,100	New	+$130K	0.03%	482
2018 Q2	–	Sell	-106	Closed	-$5K	–	877
2018 Q1	$5K	Hold	106	–	–	﹤0.01%	744
2017 Q4	$5K	Sell	106 -76	-42%	-$3.79K	﹤0.01%	734
2017 Q3	$9K	Buy	182 +76	+72%	+$3.32K	0.01%	579
2017 Q2	$4K	Buy	+106	New	+$4.37K	﹤0.01%	734

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

Patriot Financial Group Insurance Agency's SMH Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its VanEck Semiconductor ETF (SMH) stake by 40% in Q2 2026, selling an estimated $256K and leaving 696 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #322.

Patriot Financial Group Insurance Agency first reported a position in SMH in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.52M in Q4 2021. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Patriot Financial Group Insurance Agency held 696 shares of VanEck Semiconductor ETF worth $456K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 470 VanEck Semiconductor ETF shares in Q2 2026, an estimated $256K.
VanEck Semiconductor ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #322 holding.
Patriot Financial Group Insurance Agency first reported a position in VanEck Semiconductor ETF in Q2 2017 and has held it in 16 quarters since.
Patriot Financial Group Insurance Agency's VanEck Semiconductor ETF position peaked at $1.52M in Q4 2021.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.