TFC Financial Management’s VanEck Semiconductor ETF SMH Stock Holding History

TFC Financial Management’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
2025 Q4	–	Sell	-200	Closed	-$65.3K	–	1047
2025 Q3	$65.3K	Hold	200	–	–	0.01%	244
2025 Q2	$55.8K	Hold	200	–	–	0.01%	249
2025 Q1	$42.3K	Hold	200	–	–	0.01%	272
2024 Q4	$48.4K	Hold	200	–	–	0.01%	248
2024 Q3	$49.1K	Buy	+200	New	+$48.6K	0.01%	254
2023 Q4	–	Sell	-100	Closed	-$14.5K	–	719
2023 Q3	$14.5K	Hold	100	–	–	﹤0.01%	312
2023 Q2	$15.2K	Buy	+100	New	+$13.5K	﹤0.01%	308

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFC Financial Management's SMH Position: Q4 2025 in Review

TFC Financial Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 200 shares — an estimated $65.3K sold.

TFC Financial Management first reported a position in SMH in Q2 2023 and held it in 7 quarters. The position peaked at $65.3K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

TFC Financial Management reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 200 VanEck Semiconductor ETF shares in Q4 2025, an estimated $65.3K.
TFC Financial Management first reported a position in VanEck Semiconductor ETF in Q2 2023 and held it in 7 quarters.
TFC Financial Management's VanEck Semiconductor ETF position peaked at $65.3K in Q3 2025.
1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.