SFP
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Sandbox Financial Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Sandbox Financial Partners’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
Q1 		$479K Sell
1,250
-3
-0.2% -$1.19K 0.13% 75
2025
Q4 		$451K Buy
1,253
+18
+1% +$6.32K 0.12% 78
2025
Q3 		$403K Buy
1,235
+136
+12% +$40.3K 0.12% 82
2025
Q2 		$306K Sell
1,099
-450
-29% -$104K 0.1% 89
2025
Q1 		$327K Sell
1,549
-204
-12% -$48.9K 0.12% 85
2024
Q4 		$425K Sell
1,753
-164
-9% -$40.7K 0.14% 71
2024
Q3 		$470K Buy
1,917
+262
+16% +$63.7K 0.17% 65
2024
Q2 		$432K Sell
1,655
-9
-0.5% -$2.11K 0.17% 67
2024
Q1 		$374K Buy
1,664
+278
+20% +$55.9K 0.16% 69
2023
Q4 		$242K Buy
+1,386
New +$217K 0.11% 77

Other funds holding SMH

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Sandbox Financial Partners's SMH Position: Q1 2026 in Review

Sandbox Financial Partners reduced its VanEck Semiconductor ETF (SMH) stake by 0.24% in Q1 2026, selling an estimated $1.19K and leaving 1,250 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #75.

Sandbox Financial Partners first reported a position in SMH in Q4 2023 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Sandbox Financial Partners held 1,250 shares of VanEck Semiconductor ETF worth $479K as of Q1 2026.
  • Sandbox Financial Partners sold 3 VanEck Semiconductor ETF shares in Q1 2026, an estimated $1.19K.
  • VanEck Semiconductor ETF made up 0.13% of Sandbox Financial Partners's portfolio in Q1 2026, its #75 holding.
  • Sandbox Financial Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.