AFG
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Allegheny Financial Group’s Broadcom AVGO Stock Holding History

Allegheny Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Buy
10,519
+258
+3% +$103K 0.42% 38
2026
Q1 		$3.18M Buy
10,261
+81
+0.8% +$26.7K 0.43% 39
2025
Q4 		$3.52M Sell
10,180
-7
-0.1% -$2.5K 0.52% 35
2025
Q3 		$3.36M Sell
10,187
-91
-0.9% -$27.9K 0.63% 28
2025
Q2 		$2.83M Buy
10,278
+208
+2% +$45.2K 0.63% 27
2025
Q1 		$1.69M Buy
10,070
+64
+0.6% +$13.5K 0.43% 44
2024
Q4 		$2.32M Buy
10,006
+59
+0.6% +$10.9K 0.6% 29
2024
Q3 		$1.72M Buy
9,947
+87
+0.9% +$13.9K 0.42% 41
2024
Q2 		$1.58M Buy
9,860
+4,960
+101% +$695K 0.45% 40
2024
Q1 		$649K Sell
4,900
-1,650
-25% -$204K 0.2% 93
2023
Q4 		$731K Buy
6,550
+1,690
+35% +$160K 0.23% 84
2023
Q3 		$403K Buy
4,860
+190
+4% +$16.5K 0.15% 125
2023
Q2 		$405K Hold
4,670
– – 0.19% 106
2023
Q1 		$299K Hold
4,670
– – 0.12% 129
2022
Q4 		$261K Buy
4,670
+10
+0.2% +$501 0.11% 138
2022
Q3 		$207K Hold
4,660
– – 0.1% 146
2022
Q2 		$227K Hold
4,660
– – 0.11% 137
2022
Q1 		$294K Hold
4,660
– – 0.12% 116
2021
Q4 		$310K Hold
4,660
– – 0.12% 116
2021
Q3 		$226K Buy
4,660
+110
+2% +$5.35K 0.1% 129
2021
Q2 		$217K Hold
4,550
– – 0.1% 134
2021
Q1 		$211K Buy
+4,550
New +$210K 0.15% 91

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allegheny Financial Group's AVGO Position: Q2 2026 in Review

Allegheny Financial Group increased its Broadcom (AVGO) stake by 2.5% in Q2 2026, buying an estimated $103K and bringing the position to 10,519 shares worth $3.97M. The position accounts for 0.42% of the portfolio, ranked #38.

Allegheny Financial Group first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Allegheny Financial Group held 10,519 shares of Broadcom worth $3.97M as of Q2 2026.
  • Allegheny Financial Group bought 258 Broadcom shares in Q2 2026, an estimated $103K.
  • Broadcom made up 0.42% of Allegheny Financial Group's portfolio in Q2 2026, its #38 holding.
  • Allegheny Financial Group first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.