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Phoenix Financial’s TSMC TSM Stock Holding History

Phoenix Financial’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
Q1 		$18.3M Sell
54,392
-388,506
-88% -$134M 0.17% 66
2025
Q4 		$130M Buy
442,898
+8,489
+2% +$2.49M 1.41% 20
2025
Q3 		$122M Sell
434,409
-30,941
-7% -$7.57M 1.48% 18
2025
Q2 		$105M Buy
465,350
+19,272
+4% +$3.57M 1.39% 22
2025
Q1 		$74.3M Sell
446,078
-13,428
-3% -$2.61M 1.14% 30
2024
Q4 		$91.9M Sell
459,506
-10,074
-2% -$1.95M 1.25% 28
2024
Q3 		$81.8M Buy
469,580
+12,975
+3% +$2.21M 1.21% 28
2024
Q2 		$79.5M Buy
456,605
+140,954
+45% +$21.4M 1.21% 26
2024
Q1 		$43.1M Buy
315,651
+22,488
+8% +$2.79M 0.6% 41
2023
Q4 		$35.1M Buy
293,163
+1,641
+0.6% +$156K 0.58% 45
2023
Q3 		$25.7M Sell
291,522
-398,883
-58% -$37.7M 0.47% 48
2023
Q2 		$69.8M Buy
690,405
+647,290
+1,501% +$60.2M 1.43% 24
2023
Q1 		$4.02M Buy
43,115
+5,788
+16% +$520K 0.09% 103
2022
Q4 		$2.82M Buy
37,327
+17,025
+84% +$1.23M 0.05% 116
2022
Q3 		$1.43M Sell
20,302
-721,648
-97% -$59.6M 0.03% 172
2022
Q2 		$61M Buy
741,950
+31,476
+4% +$2.91M 1.25% 24
2022
Q1 		$74.4M Buy
710,474
+127,469
+22% +$14.9M 1.25% 22
2021
Q4 		$70.1M Buy
583,005
+327,227
+128% +$38.3M 1.16% 24
2021
Q3 		$28.6M Buy
255,778
+12,968
+5% +$1.52M 0.5% 68
2021
Q2 		$29.2M Buy
242,810
+980
+0.4% +$115K 0.56% 70
2021
Q1 		$28.6M Buy
241,830
+6,330
+3% +$784K 0.65% 55
2020
Q4 		$25.6M Hold
235,500
– – 0.69% 57
2020
Q3 		$18M Hold
235,500
– – 0.75% 50
2020
Q2 		$12.7M Buy
235,500
+40,000
+20% +$2.11M 0.54% 60
2020
Q1 		$9.13M Buy
+195,500
New +$10.7M 0.46% 72

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Phoenix Financial's TSM Position: Q1 2026 in Review

Phoenix Financial reduced its TSMC (TSM) stake by 88% in Q1 2026, selling an estimated $134M and leaving 54,392 shares worth $18.3M. The position accounts for 0.17% of the portfolio, ranked #66.

Phoenix Financial first reported a position in TSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $130M in Q4 2025. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Phoenix Financial held 54,392 shares of TSMC worth $18.3M as of Q1 2026.
  • Phoenix Financial sold 388,506 TSMC shares in Q1 2026, an estimated $134M.
  • TSMC made up 0.17% of Phoenix Financial's portfolio in Q1 2026, its #66 holding.
  • Phoenix Financial first reported a position in TSMC in Q1 2020 and has held it in 25 quarters since.
  • Phoenix Financial's TSMC position peaked at $130M in Q4 2025.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.