PlanVest Financial
TSM icon

PlanVest Financial’s TSMC TSM Stock Holding History

PlanVest 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 		$85.8K Hold
188
– – 0.06% 169
2026
Q2 		$89.8K Hold
188
– – 0.06% 161
2026
Q1 		$63.5K Buy
+188
New +$64.7K 0.05% 184

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

PlanVest Financial's TSM Position: Q3 2026 in Review

PlanVest Financial held its TSMC (TSM) position steady in Q3 2026 at 188 shares worth $85.8K. The position accounts for 0.06% of the portfolio, ranked #169.

PlanVest Financial first reported a position in TSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $89.8K in Q2 2026. 3,075 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • PlanVest Financial held 188 shares of TSMC worth $85.8K as of Q3 2026.
  • PlanVest Financial left its TSMC share count unchanged in Q3 2026.
  • TSMC made up 0.06% of PlanVest Financial's portfolio in Q3 2026, its #169 holding.
  • PlanVest Financial first reported a position in TSMC in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's TSMC position peaked at $89.8K in Q2 2026.
  • 3,075 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.