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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
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

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

Seamount Financial Group's SMH Position: Q2 2026 in Review

Seamount Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q2 2026, selling an estimated $23.5K and leaving 1,424 shares worth $934K. The position accounts for 0.38% of the portfolio, ranked #61.

Seamount Financial Group first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Seamount Financial Group held 1,424 shares of VanEck Semiconductor ETF worth $934K as of Q2 2026.
  • Seamount Financial Group sold 43 VanEck Semiconductor ETF shares in Q2 2026, an estimated $23.5K.
  • VanEck Semiconductor ETF made up 0.38% of Seamount Financial Group's portfolio in Q2 2026, its #61 holding.
  • Seamount Financial Group first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.