PGF
TSM icon

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
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 $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

Plan Group Financial's TSM Position: Q1 2026 in Review

Plan Group Financial reduced its TSMC (TSM) stake by 7.6% in Q1 2026, selling an estimated $105K and leaving 3,697 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #79.

Plan Group Financial first reported a position in TSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Plan Group Financial held 3,697 shares of TSMC worth $1.25M as of Q1 2026.
  • Plan Group Financial sold 306 TSMC shares in Q1 2026, an estimated $105K.
  • TSMC made up 0.29% of Plan Group Financial's portfolio in Q1 2026, its #79 holding.
  • Plan Group Financial first reported a position in TSMC in Q3 2024 and has held it in 7 quarters since.
  • Plan Group Financial's TSMC position peaked at $1.38M in Q3 2025.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.