Ares Financial Consulting
AVGO icon

Ares Financial Consulting’s Broadcom AVGO Stock Holding History

Ares Financial Consulting’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
Q3 		$702K Buy
2,000
+103
+5% +$38.8K 0.49% 35
2026
Q2 		$717K Hold
1,897
– – 0.51% 36
2026
Q1 		$595K Buy
1,897
+752
+66% +$247K 0.47% 40
2025
Q4 		$396K Buy
+1,145
New +$409K 0.38% 51

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Ares Financial Consulting's AVGO Position: Q3 2026 in Review

Ares Financial Consulting increased its Broadcom (AVGO) stake by 5.4% in Q3 2026, buying an estimated $38.8K and bringing the position to 2,000 shares worth $702K. The position accounts for 0.49% of the portfolio, ranked #35.

Ares Financial Consulting first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $717K in Q2 2026. 3,447 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Ares Financial Consulting held 2,000 shares of Broadcom worth $702K as of Q3 2026.
  • Ares Financial Consulting bought 103 Broadcom shares in Q3 2026, an estimated $38.8K.
  • Broadcom made up 0.49% of Ares Financial Consulting's portfolio in Q3 2026, its #35 holding.
  • Ares Financial Consulting first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Broadcom position peaked at $717K in Q2 2026.
  • 3,447 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.