BFG
AVGO icon

Birch Financial Group’s Broadcom AVGO Stock Holding History

Birch 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 		$339K Sell
896
-71
-7% -$28.5K 0.17% 101
2026
Q1 		$299K Buy
967
+48
+5% +$15.8K 0.17% 100
2025
Q4 		$318K Sell
919
-1,194
-57% -$427K 0.18% 97
2025
Q3 		$697K Sell
2,113
-234
-10% -$71.8K 0.41% 50
2025
Q2 		$647K Sell
2,347
-990
-30% -$215K 0.52% 45
2025
Q1 		$559K Buy
3,337
+1,525
+84% +$323K 0.5% 49
2024
Q4 		$420K Buy
+1,812
New +$335K 0.47% 47

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Birch Financial Group reduced its Broadcom (AVGO) stake by 7.3% in Q2 2026, selling an estimated $28.5K and leaving 896 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #101.

Birch Financial Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $697K in Q3 2025. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Birch Financial Group held 896 shares of Broadcom worth $339K as of Q2 2026.
  • Birch Financial Group sold 71 Broadcom shares in Q2 2026, an estimated $28.5K.
  • Broadcom made up 0.17% of Birch Financial Group's portfolio in Q2 2026, its #101 holding.
  • Birch Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Broadcom position peaked at $697K in Q3 2025.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.