Seamount Financial Group
SMH icon

Seamount Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Seamount 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
Q3 		$826K Sell
1,356
-68
-5% -$39K 0.32% 61
2026
Q2 		$934K Sell
1,424
-43
-3% -$23.5K 0.38% 61
2026
Q1 		$562K Sell
1,467
-18
-1% -$7.15K 0.25% 80
2025
Q4 		$535K Sell
1,485
-8
-0.5% -$2.81K 0.24% 81
2025
Q3 		$487K Sell
1,493
-12
-0.8% -$3.55K 0.23% 85
2025
Q2 		$420K Hold
1,505
– – 0.22% 84
2025
Q1 		$318K Buy
1,505
+135
+10% +$32.4K 0.22% 85
2024
Q4 		$332K Sell
1,370
-104
-7% -$25.8K 0.23% 80
2024
Q3 		$362K Sell
1,474
-759
-34% -$185K 0.27% 77
2024
Q2 		$582K Buy
2,233
+183
+9% +$42.9K 0.47% 55
2024
Q1 		$461K Sell
2,050
-17
-0.8% -$3.42K 0.4% 59
2023
Q4 		$361K Buy
+2,067
New +$324K 0.35% 64

Other funds holding SMH

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Seamount Financial Group's SMH Position: Q3 2026 in Review

Seamount Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 4.8% in Q3 2026, selling an estimated $39K and leaving 1,356 shares worth $826K. The position accounts for 0.32% of the portfolio, ranked #61.

Seamount Financial Group first reported a position in SMH in Q4 2023 and has held it in 12 quarters since. The position peaked at $934K in Q2 2026. 1,076 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Seamount Financial Group held 1,356 shares of VanEck Semiconductor ETF worth $826K as of Q3 2026.
  • Seamount Financial Group sold 68 VanEck Semiconductor ETF shares in Q3 2026, an estimated $39K.
  • VanEck Semiconductor ETF made up 0.32% of Seamount Financial Group's portfolio in Q3 2026, its #61 holding.
  • Seamount Financial Group first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's VanEck Semiconductor ETF position peaked at $934K in Q2 2026.
  • 1,076 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.