DJYG
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David J. Yvars Group’s TSMC TSM Stock Holding History

David J. Yvars Group’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
Q2 		$762K Buy
1,596
+113
+8% +$45.9K 0.36% 41
2026
Q1 		$501K Buy
1,483
+100
+7% +$34.4K 0.28% 46
2025
Q4 		$420K Sell
1,383
-240
-15% -$70.4K 0.22% 53
2025
Q3 		$453K Buy
1,623
+168
+12% +$41.1K 0.24% 50
2025
Q2 		$330K Buy
+1,455
New +$270K 0.19% 61
2025
Q1 		– Sell
-1,093
Closed -$216K – 78
2024
Q4 		$216K Buy
+1,093
New +$212K 0.13% 71

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

David J. Yvars Group's TSM Position: Q2 2026 in Review

David J. Yvars Group increased its TSMC (TSM) stake by 7.6% in Q2 2026, buying an estimated $45.9K and bringing the position to 1,596 shares worth $762K. The position accounts for 0.36% of the portfolio, ranked #41.

David J. Yvars Group first reported a position in TSM in Q4 2024 and has held it in 6 quarters since. 1,289 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • David J. Yvars Group held 1,596 shares of TSMC worth $762K as of Q2 2026.
  • David J. Yvars Group bought 113 TSMC shares in Q2 2026, an estimated $45.9K.
  • TSMC made up 0.36% of David J. Yvars Group's portfolio in Q2 2026, its #41 holding.
  • David J. Yvars Group first reported a position in TSMC in Q4 2024 and has held it in 6 quarters since.
  • 1,289 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.