BFG
AVGO icon

Beacon Financial Group’s Broadcom AVGO Stock Holding History

Beacon Financial Group’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 		$8.2M Buy
21,699
+509
+2% +$204K 0.74% 33
2026
Q1 		$6.56M Buy
21,190
+10,200
+93% +$3.36M 0.65% 40
2025
Q4 		$3.8M Sell
10,990
-249
-2% -$89K 0.38% 70
2025
Q3 		$3.71M Buy
11,239
+450
+4% +$138K 0.36% 74
2025
Q2 		$2.97M Buy
10,789
+1,044
+11% +$227K 0.31% 83
2025
Q1 		$1.63M Buy
9,745
+445
+5% +$94.2K 0.18% 125
2024
Q4 		$2.16M Sell
9,300
-319
-3% -$59K 0.23% 99
2024
Q3 		$1.66M Buy
9,619
+409
+4% +$65.6K 0.18% 130
2024
Q2 		$1.48M Buy
9,210
+2,950
+47% +$413K 0.17% 130
2024
Q1 		$830K Sell
6,260
-570
-8% -$70.6K 0.1% 171
2023
Q4 		$762K Buy
6,830
+2,160
+46% +$205K 0.09% 171
2023
Q3 		$431K Buy
+4,670
New +$405K 0.06% 183

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beacon Financial Group's AVGO Position: Q2 2026 in Review

Beacon Financial Group increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $204K and bringing the position to 21,699 shares worth $8.2M. The position accounts for 0.74% of the portfolio, ranked #33.

Beacon Financial Group first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beacon Financial Group held 21,699 shares of Broadcom worth $8.2M as of Q2 2026.
  • Beacon Financial Group bought 509 Broadcom shares in Q2 2026, an estimated $204K.
  • Broadcom made up 0.74% of Beacon Financial Group's portfolio in Q2 2026, its #33 holding.
  • Beacon Financial Group first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.