PGF
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Plan Group Financial’s TSMC TSM Stock Holding History

Plan Group 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
Q2 		$1.54M Sell
3,221
-476
-13% -$193K 0.32% 77
2026
Q1 		$1.25M Sell
3,697
-306
-8% -$105K 0.29% 79
2025
Q4 		$1.22M Sell
4,003
-932
-19% -$273K 0.32% 79
2025
Q3 		$1.38M Buy
4,935
+155
+3% +$37.9K 0.37% 78
2025
Q2 		$1.08M Buy
4,780
+874
+22% +$162K 0.36% 78
2025
Q1 		$648K Buy
3,906
+1,780
+84% +$346K 0.23% 82
2024
Q4 		$420K Buy
2,126
+75
+4% +$14.5K 0.22% 74
2024
Q3 		$356K Buy
+2,051
New +$349K 0.19% 78

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plan Group Financial's TSM Position: Q2 2026 in Review

Plan Group Financial reduced its TSMC (TSM) stake by 13% in Q2 2026, selling an estimated $193K and leaving 3,221 shares worth $1.54M. The position accounts for 0.32% of the portfolio, ranked #77.

Plan Group Financial first reported a position in TSM in Q3 2024 and has held it in 8 quarters since. 3,572 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Plan Group Financial held 3,221 shares of TSMC worth $1.54M as of Q2 2026.
  • Plan Group Financial sold 476 TSMC shares in Q2 2026, an estimated $193K.
  • TSMC made up 0.32% of Plan Group Financial's portfolio in Q2 2026, its #77 holding.
  • Plan Group Financial first reported a position in TSMC in Q3 2024 and has held it in 8 quarters since.
  • 3,572 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.