First City Capital Management’s TSMC TSM Stock Holding History

First City Capital Management’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	$373K	Hold	781	–	–	0.18%	125
2026 Q1	$264K	Hold	781	–	–	0.14%	136
2025 Q4	$237K	Hold	781	–	–	0.13%	147
2025 Q3	$218K	Buy	+781	New	+$191K	0.12%	147
2015 Q4	–	Sell	-293	Closed	-$6.08K	–	685
2015 Q3	$6.08K	Buy	+293	New	+$6.15K	﹤0.01%	495
2014 Q3	–	Sell	-210	Closed	-$4.49K	–	651
2014 Q2	$4.49K	Hold	210	–	–	﹤0.01%	507
2014 Q1	$4.2K	Buy	+210	New	+$3.76K	﹤0.01%	501

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

First City Capital Management's TSM Position: Q2 2026 in Review

First City Capital Management held its TSMC (TSM) position steady in Q2 2026 at 781 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #125.

First City Capital Management first reported a position in TSM in Q1 2014 and has held it in 7 quarters since. 1,101 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

First City Capital Management held 781 shares of TSMC worth $373K as of Q2 2026.
First City Capital Management left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.18% of First City Capital Management's portfolio in Q2 2026, its #125 holding.
First City Capital Management first reported a position in TSMC in Q1 2014 and has held it in 7 quarters since.
1,101 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.