Plan Group Financial
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
Q3 		$1.23M Sell
2,883
-338
-10% -$143K 0.24% 80
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Plan Group Financial's TSM Position: Q3 2026 in Review

Plan Group Financial reduced its TSMC (TSM) stake by 10% in Q3 2026, selling an estimated $143K and leaving 2,883 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #80.

Plan Group Financial first reported a position in TSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q2 2026. 1,111 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Plan Group Financial held 2,883 shares of TSMC worth $1.23M as of Q3 2026.
  • Plan Group Financial sold 338 TSMC shares in Q3 2026, an estimated $143K.
  • TSMC made up 0.24% of Plan Group Financial's portfolio in Q3 2026, its #80 holding.
  • Plan Group Financial first reported a position in TSMC in Q3 2024 and has held it in 9 quarters since.
  • Plan Group Financial's TSMC position peaked at $1.54M in Q2 2026.
  • 1,111 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.