Root Financial Partners’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.46M Buy
3,198
+587
+22% +$249K 0.05% 100
2026
Q2
$1.25M Buy
2,611
+815
+45% +$331K 0.05% 103
2026
Q1
$607K Sell
1,796
-193
-10% -$66.4K 0.03% 148
2025
Q4
$604K Buy
1,989
+346
+21% +$102K 0.03% 138
2025
Q3
$459K Buy
1,643
+49
+3% +$12K 0.03% 157
2025
Q2
$361K Buy
+1,594
New +$295K 0.03% 161
2025
Q1
– Sell
-1,087
Closed -$215K – 228
2024
Q4
$215K Buy
+1,087
New +$210K 0.03% 200

Other funds holding TSM

Root Financial Partners's TSM Position: Q3 2026 in Review

Root Financial Partners increased its TSMC (TSM) stake by 22% in Q3 2026, buying an estimated $249K and bringing the position to 3,198 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #100.

Root Financial Partners first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 1,441 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Root Financial Partners held 3,198 shares of TSMC worth $1.46M as of Q3 2026.
  • Root Financial Partners bought 587 TSMC shares in Q3 2026, an estimated $249K.
  • TSMC made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #100 holding.
  • Root Financial Partners first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 1,441 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.