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Berkshire Bank’s Broadcom AVGO Stock Holding History

Berkshire Bank’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 		$2.07M Sell
5,481
-216
-4% -$86.6K 0.39% 53
2026
Q1 		$1.76M Sell
5,697
-1,137
-17% -$374K 0.36% 55
2025
Q4 		$2.37M Sell
6,834
-280
-4% -$100K 0.48% 46
2025
Q3 		$2.35M Sell
7,114
-186
-3% -$57.1K 0.51% 44
2025
Q2 		$2.01M Sell
7,300
-944
-11% -$205K 0.46% 50
2025
Q1 		$1.38M Sell
8,244
-148
-2% -$31.3K 0.34% 62
2024
Q4 		$1.95M Buy
8,392
+2,390
+40% +$442K 0.45% 50
2024
Q3 		$1.04M Buy
6,002
+262
+5% +$42K 0.24% 67
2024
Q2 		$922K Buy
5,740
+190
+3% +$26.6K 0.23% 70
2024
Q1 		$736K Buy
5,550
+510
+10% +$63.2K 0.18% 85
2023
Q4 		$563K Buy
5,040
+70
+1% +$6.63K 0.15% 93
2023
Q3 		$413K Hold
4,970
– – 0.12% 100
2023
Q2 		$431K Buy
4,970
+210
+4% +$15K 0.12% 100
2023
Q1 		$305K Buy
4,760
+70
+1% +$4.21K 0.09% 115
2022
Q4 		$262K Buy
+4,690
New +$235K 0.08% 122
2022
Q2 		– Sell
-3,830
Closed -$241K – 135
2022
Q1 		$241K Buy
3,830
+50
+1% +$2.97K 0.06% 130
2021
Q4 		$251K Buy
+3,780
New +$212K 0.06% 121

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Berkshire Bank's AVGO Position: Q2 2026 in Review

Berkshire Bank reduced its Broadcom (AVGO) stake by 3.8% in Q2 2026, selling an estimated $86.6K and leaving 5,481 shares worth $2.07M. The position accounts for 0.39% of the portfolio, ranked #53.

Berkshire Bank first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.37M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Berkshire Bank held 5,481 shares of Broadcom worth $2.07M as of Q2 2026.
  • Berkshire Bank sold 216 Broadcom shares in Q2 2026, an estimated $86.6K.
  • Broadcom made up 0.39% of Berkshire Bank's portfolio in Q2 2026, its #53 holding.
  • Berkshire Bank first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • Berkshire Bank's Broadcom position peaked at $2.37M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.