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

Allegiance Financial Group Advisory Services’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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allegiance Financial Group Advisory Services's AVGO Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Broadcom (AVGO) in Q1 2026: 1,075 shares worth $333K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings. This is a return to the name: Allegiance Financial Group Advisory Services previously reported a position in AVGO as recently as Q3 2025.

Allegiance Financial Group Advisory Services first reported a position in AVGO in Q4 2024 and has held it in 4 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Allegiance Financial Group Advisory Services held 1,075 shares of Broadcom worth $333K as of Q1 2026.
Broadcom was a new Allegiance Financial Group Advisory Services position in Q1 2026.
Broadcom made up 0.07% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #123 holding.
Allegiance Financial Group Advisory Services first reported a position in Broadcom in Q4 2024 and has held it in 4 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.