Beacon Financial Advisory
TSM icon

Beacon Financial Advisory’s TSMC TSM Stock Holding History

Beacon Financial Advisory’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$525K Buy
1,151
+44
+4% +$18.6K 0.1% 243
2026
Q2 		$529K Buy
1,107
+42
+4% +$17K 0.1% 236
2026
Q1 		$360K Buy
1,065
+37
+4% +$12.7K 0.08% 282
2025
Q4 		$313K Buy
1,028
+7
+0.7% +$2.05K 0.07% 288
2025
Q3 		$285K Buy
1,021
+17
+2% +$4.16K 0.07% 304
2025
Q2 		$228K Sell
1,004
-351
-26% -$65K 0.06% 321
2025
Q1 		$225K Hold
1,355
– – 0.07% 300
2024
Q4 		$268K Buy
1,355
+68
+5% +$13.2K 0.09% 247
2024
Q3 		$224K Buy
1,287
+10
+0.8% +$1.7K 0.08% 268
2024
Q2 		$222K Buy
+1,277
New +$194K 0.08% 258
2020
Q3 		– Sell
-6,700
Closed -$380K – 184
2020
Q2 		$380K Hold
6,700
– – 0.41% 77
2020
Q1 		$320K Buy
+6,700
New +$366K 0.41% 83

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Beacon Financial Advisory's TSM Position: Q3 2026 in Review

Beacon Financial Advisory increased its TSMC (TSM) stake by 4% in Q3 2026, buying an estimated $18.6K and bringing the position to 1,151 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #243.

Beacon Financial Advisory first reported a position in TSM in Q1 2020 and has held it in 12 quarters since. The position peaked at $529K in Q2 2026. 1,785 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Beacon Financial Advisory held 1,151 shares of TSMC worth $525K as of Q3 2026.
  • Beacon Financial Advisory bought 44 TSMC shares in Q3 2026, an estimated $18.6K.
  • TSMC made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #243 holding.
  • Beacon Financial Advisory first reported a position in TSMC in Q1 2020 and has held it in 12 quarters since.
  • Beacon Financial Advisory's TSMC position peaked at $529K in Q2 2026.
  • 1,785 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.