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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PlanVest Financial's TSM Position: Q2 2026 in Review

PlanVest Financial held its TSMC (TSM) position steady in Q2 2026 at 188 shares worth $89.8K. The position accounts for 0.06% of the portfolio, ranked #161.

PlanVest Financial first reported a position in TSM in Q1 2026 and has held it in 2 quarters since. 3,384 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

PlanVest Financial held 188 shares of TSMC worth $89.8K as of Q2 2026.
PlanVest Financial left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #161 holding.
PlanVest Financial first reported a position in TSMC in Q1 2026 and has held it in 2 quarters since.
3,384 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.