Benchmark Financial
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Benchmark Financial’s Broadcom AVGO Stock Holding History

Benchmark 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 		$251K Sell
715
-3
-0.4% -$1.13K 0.19% 53
2026
Q2 		$271K Buy
+718
New +$288K 0.22% 48

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Benchmark Financial's AVGO Position: Q3 2026 in Review

Benchmark Financial reduced its Broadcom (AVGO) stake by 0.42% in Q3 2026, selling an estimated $1.13K and leaving 715 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #53.

Benchmark Financial first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $271K in Q2 2026. 3,027 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Benchmark Financial held 715 shares of Broadcom worth $251K as of Q3 2026.
  • Benchmark Financial sold 3 Broadcom shares in Q3 2026, an estimated $1.13K.
  • Broadcom made up 0.19% of Benchmark Financial's portfolio in Q3 2026, its #53 holding.
  • Benchmark Financial first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • Benchmark Financial's Broadcom position peaked at $271K in Q2 2026.
  • 3,027 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.