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 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	$181K	Buy	+1,245	New	+$189K	0.03%	92

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

SYM Financial Corp's SMH Position: Q2 2026 in Review

SYM Financial Corp opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 400 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in SMH as recently as Q1 2024.

SYM Financial Corp first reported a position in SMH in Q3 2023 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

SYM Financial Corp held 400 shares of VanEck Semiconductor ETF worth $262K as of Q2 2026.
VanEck Semiconductor ETF was a new SYM Financial Corp position in Q2 2026.
VanEck Semiconductor ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #291 holding.
SYM Financial Corp first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 4 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.