Allegiance Financial Group Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$425K Buy
1,126
+51
+5% +$20.4K 0.07% 109
2026
Q1
$333K Buy
+1,075
New +$354K 0.07% 123
2025
Q4
– Sell
-851
Closed -$281K – 180
2025
Q3
$281K Sell
851
-266
-24% -$81.6K 0.06% 120
2025
Q2
$308K Buy
+1,117
New +$243K 0.08% 106
2025
Q1
– Sell
-946
Closed -$219K – 141
2024
Q4
$219K Buy
+946
New +$175K 0.07% 93

Other funds holding AVGO

Allegiance Financial Group Advisory Services's AVGO Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Broadcom (AVGO) stake by 4.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,126 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #109.

Allegiance Financial Group Advisory Services first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,126 shares of Broadcom worth $425K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 51 Broadcom shares in Q2 2026, an estimated $20.4K.
  • Broadcom made up 0.07% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #109 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.