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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
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

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ares Financial Consulting's AVGO Position: Q2 2026 in Review

Ares Financial Consulting held its Broadcom (AVGO) position steady in Q2 2026 at 1,897 shares worth $717K. The position accounts for 0.51% of the portfolio, ranked #36.

Ares Financial Consulting first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 2,784 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ares Financial Consulting held 1,897 shares of Broadcom worth $717K as of Q2 2026.
  • Ares Financial Consulting left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.51% of Ares Financial Consulting's portfolio in Q2 2026, its #36 holding.
  • Ares Financial Consulting first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.