Atala Financial
AVGO icon

Atala Financial’s Broadcom AVGO Stock Holding History

Atala Financial’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 		$2.02M Buy
5,740
+505
+10% +$190K 1.17% 26
2026
Q2 		$1.98M Sell
5,235
-4
-0.1% -$1.6K 1.2% 24
2026
Q1 		$1.63M Buy
5,239
+103
+2% +$33.9K 1.1% 30
2025
Q4 		$1.78M Buy
5,136
+13
+0.3% +$4.65K 1.13% 29
2025
Q3 		$1.69M Buy
5,123
+102
+2% +$31.3K 1.06% 33
2025
Q2 		$1.38M Sell
5,021
-94
-2% -$20.4K 0.95% 34
2025
Q1 		$857K Buy
5,115
+138
+3% +$29.2K 0.62% 45
2024
Q4 		$1.15M Buy
+4,977
New +$921K 0.81% 38

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Atala Financial's AVGO Position: Q3 2026 in Review

Atala Financial increased its Broadcom (AVGO) stake by 9.6% in Q3 2026, buying an estimated $190K and bringing the position to 5,740 shares worth $2.02M. The position accounts for 1.17% of the portfolio, ranked #26.

Atala Financial first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. 2,818 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Atala Financial held 5,740 shares of Broadcom worth $2.02M as of Q3 2026.
  • Atala Financial bought 505 Broadcom shares in Q3 2026, an estimated $190K.
  • Broadcom made up 1.17% of Atala Financial's portfolio in Q3 2026, its #26 holding.
  • Atala Financial first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • 2,818 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.