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Synergy Financial Group’s TSMC TSM Stock Holding History

Synergy Financial Group’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 		$373K Sell
1,103
-27
-2% -$9.29K 0.28% 77
2025
Q4 		$343K Buy
1,130
+24
+2% +$7.04K 0.24% 72
2025
Q3 		$309K Buy
1,106
+78
+8% +$19.1K 0.21% 83
2025
Q2 		$233K Buy
+1,028
New +$190K 0.17% 103
2025
Q1 		– Sell
-1,090
Closed -$215K – 111
2024
Q4 		$215K Buy
+1,090
New +$211K 0.18% 95

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

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

Synergy Financial Group reduced its TSMC (TSM) stake by 2.4% in Q1 2026, selling an estimated $9.29K and leaving 1,103 shares worth $373K. The position accounts for 0.28% of the portfolio, ranked #77.

Synergy Financial Group first reported a position in TSM in Q4 2024 and has held it in 5 quarters since. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Synergy Financial Group held 1,103 shares of TSMC worth $373K as of Q1 2026.
  • Synergy Financial Group sold 27 TSMC shares in Q1 2026, an estimated $9.29K.
  • TSMC made up 0.28% of Synergy Financial Group's portfolio in Q1 2026, its #77 holding.
  • Synergy Financial Group first reported a position in TSMC in Q4 2024 and has held it in 5 quarters since.
  • 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.