SYM Financial Corp
SMH icon

SYM Financial Corp’s VanEck Semiconductor ETF SMH Stock Holding History

SYM Financial Corp’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 		$270K Buy
443
+43
+11% +$24.6K 0.02% 316
2026
Q2 		$262K Buy
+400
New +$218K 0.02% 291
2024
Q2 		– Sell
-690
Closed -$155K – 275
2024
Q1 		$155K Sell
690
-595
-46% -$120K 0.03% 101
2023
Q4 		$225K Buy
1,285
+40
+3% +$6.26K 0.04% 93
2023
Q3 		$180K Buy
+1,245
New +$189K 0.03% 92

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

SYM Financial Corp's SMH Position: Q3 2026 in Review

SYM Financial Corp increased its VanEck Semiconductor ETF (SMH) stake by 11% in Q3 2026, buying an estimated $24.6K and bringing the position to 443 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #316.

SYM Financial Corp first reported a position in SMH in Q3 2023 and has held it in 5 quarters since. 947 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • SYM Financial Corp held 443 shares of VanEck Semiconductor ETF worth $270K as of Q3 2026.
  • SYM Financial Corp bought 43 VanEck Semiconductor ETF shares in Q3 2026, an estimated $24.6K.
  • VanEck Semiconductor ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #316 holding.
  • SYM Financial Corp first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 5 quarters since.
  • 947 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.