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Patriot Financial Group Insurance Agency’s TSMC TSM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$554K Sell
1,159
-1,035
-47% -$420K 0.06% 296
2026
Q1 		$741K Buy
2,194
+1,023
+87% +$352K 0.04% 362
2025
Q4 		$356K Sell
1,171
-155
-12% -$45.5K 0.04% 357
2025
Q3 		$370K Sell
1,326
-13,966
-91% -$3.42M 0.05% 342
2025
Q2 		$3.46M Buy
15,292
+1,044
+7% +$193K 0.4% 62
2025
Q1 		$2.37M Buy
14,248
+399
+3% +$77.5K 0.32% 78
2024
Q4 		$2.74M Buy
13,849
+336
+2% +$65K 0.37% 62
2024
Q3 		$2.35M Sell
13,513
-649
-5% -$111K 0.32% 72
2024
Q2 		$2.46M Buy
14,162
+893
+7% +$135K 0.36% 61
2024
Q1 		$1.81M Buy
13,269
+824
+7% +$102K 0.29% 82
2023
Q4 		$1.29M Buy
12,445
+977
+9% +$93.2K 0.24% 99
2023
Q3 		$997K Buy
11,468
+1,360
+13% +$129K 0.21% 127
2023
Q2 		$1.02M Sell
10,108
-2,233
-18% -$208K 0.19% 128
2023
Q1 		$1.15M Buy
12,341
+2,741
+29% +$246K 0.23% 105
2022
Q4 		$715K Buy
9,600
+2,335
+32% +$169K 0.1% 151
2022
Q3 		$498K Buy
7,265
+306
+4% +$25.3K 0.12% 194
2022
Q2 		$569K Buy
6,959
+259
+4% +$24K 0.12% 183
2022
Q1 		$699K Buy
6,700
+1,354
+25% +$158K 0.12% 186
2021
Q4 		$643K Buy
5,346
+619
+13% +$72.5K 0.11% 195
2021
Q3 		$528K Buy
4,727
+741
+19% +$87K 0.09% 223
2021
Q2 		$479K Buy
3,986
+664
+20% +$77.8K 0.09% 237
2021
Q1 		$393K Buy
3,322
+949
+40% +$118K 0.09% 233
2020
Q4 		$259K Buy
2,373
+339
+17% +$32.2K 0.06% 290
2020
Q3 		$165K Buy
2,034
+760
+60% +$57.8K 0.05% 302
2020
Q2 		$72K Sell
1,274
-280
-18% -$14.8K 0.03% 432
2020
Q1 		$74K Buy
1,554
+1,106
+247% +$60.5K 0.03% 374
2019
Q4 		$26K Buy
448
+2
+0.4% +$106 0.01% 624
2019
Q3 		$21K Sell
446
-150
-25% -$6.4K 0.01% 641
2019
Q2 		$24K Buy
596
+573
+2,491% +$23.6K 0.01% 595
2019
Q1 		$1K Sell
23
-34
-60% -$1.3K ﹤0.01% 1176
2018
Q4 		$2K Buy
+57
New +$2.17K ﹤0.01% 852
2018
Q2 		– Sell
-102
Closed -$4K – 902
2018
Q1 		$4K Buy
+102
New +$4.45K ﹤0.01% 794

Other funds holding TSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TSM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its TSMC (TSM) stake by 47% in Q2 2026, selling an estimated $420K and leaving 1,159 shares worth $554K. The position accounts for 0.06% of the portfolio, ranked #296.

Patriot Financial Group Insurance Agency first reported a position in TSM in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.46M in Q2 2025. 2,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,159 shares of TSMC worth $554K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,035 TSMC shares in Q2 2026, an estimated $420K.
  • TSMC made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #296 holding.
  • Patriot Financial Group Insurance Agency first reported a position in TSMC in Q1 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's TSMC position peaked at $3.46M in Q2 2025.
  • 2,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.