Silver Oak Securities’s VanEck Semiconductor ETF SMH Stock Holding History

Silver Oak Securities’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	$2.08M	Buy	3,172 +1,321	+71%	+$721K	0.13%	162
2026 Q1	$710K	Sell	1,851 -350	-16%	-$139K	0.05%	342
2025 Q4	$800K	Sell	2,201 -8	-0.4%	-$2.81K	0.05%	335
2025 Q3	$721K	Buy	2,209 +63	+3%	+$18.7K	0.05%	338
2025 Q2	$598K	Buy	2,146 +32	+2%	+$7.42K	0.05%	364
2025 Q1	$449K	Buy	2,114 +400	+23%	+$95.9K	0.04%	401
2024 Q4	$419K	Buy	1,714 +257	+18%	+$63.8K	0.04%	425
2024 Q3	$361K	Sell	1,457 -73	-5%	-$17.8K	0.04%	391
2024 Q2	$399K	Buy	1,530 +207	+16%	+$48.5K	0.06%	247
2024 Q1	$298K	Buy	1,323 +72	+6%	+$14.5K	0.05%	300
2023 Q4	$219K	Buy	+1,251	New	+$196K	0.03%	444

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

Silver Oak Securities's SMH Position: Q2 2026 in Review

Silver Oak Securities increased its VanEck Semiconductor ETF (SMH) stake by 71% in Q2 2026, buying an estimated $721K and bringing the position to 3,172 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #162.

Silver Oak Securities first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Silver Oak Securities held 3,172 shares of VanEck Semiconductor ETF worth $2.08M as of Q2 2026.
Silver Oak Securities bought 1,321 VanEck Semiconductor ETF shares in Q2 2026, an estimated $721K.
VanEck Semiconductor ETF made up 0.13% of Silver Oak Securities's portfolio in Q2 2026, its #162 holding.
Silver Oak Securities first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.