Summit Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Summit Financial’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	$43.4M	Sell	66,155 -14,751	-18%	-$8.05M	0.48%	31
2026 Q1	$31M	Buy	80,906 +8,420	+12%	+$3.34M	0.4%	44
2025 Q4	$26.1M	Buy	72,486 +1,412	+2%	+$495K	0.38%	45
2025 Q3	$23.2M	Buy	71,074 +65,207	+1,111%	+$19.3M	0.35%	50
2025 Q2	$1.64M	Buy	5,867 +3,577	+156%	+$829K	0.04%	325
2025 Q1	$484K	Buy	+2,290	New	+$549K	0.01%	521

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

Summit Financial's SMH Position: Q2 2026 in Review

Summit Financial reduced its VanEck Semiconductor ETF (SMH) stake by 18% in Q2 2026, selling an estimated $8.05M and leaving 66,155 shares worth $43.4M. The position accounts for 0.48% of the portfolio, ranked #31.

Summit Financial first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Summit Financial held 66,155 shares of VanEck Semiconductor ETF worth $43.4M as of Q2 2026.
Summit Financial sold 14,751 VanEck Semiconductor ETF shares in Q2 2026, an estimated $8.05M.
VanEck Semiconductor ETF made up 0.48% of Summit Financial's portfolio in Q2 2026, its #31 holding.
Summit Financial first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.