BNC Wealth Management
AVGO icon

BNC Wealth Management’s Broadcom AVGO Stock Holding History

BNC Wealth Management’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 		$235K Sell
669
-15,743
-96% -$5.93M 0.05% 99
2026
Q2 		$6.2M Buy
16,412
+301
+2% +$121K 1.5% 27
2026
Q1 		$4.99M Buy
16,111
+2,910
+22% +$958K 1.38% 33
2025
Q4 		$4.57M Buy
13,201
+1,153
+10% +$412K 1.17% 31
2025
Q3 		$3.97M Buy
+12,048
New +$3.7M 1% 35
2025
Q2 		– Sell
-8,040
Closed -$1.35M – 100
2025
Q1 		$1.35M Buy
+8,040
New +$1.7M 0.49% 52
2023
Q1 		– Sell
-21,370
Closed -$1.19M – 109
2022
Q4 		$1.19M Buy
21,370
+100
+0.5% +$5.01K 0.71% 47
2022
Q3 		$944K Sell
21,270
-930
-4% -$47.5K 0.57% 55
2022
Q2 		$1.08M Buy
22,200
+3,760
+20% +$211K 0.56% 58
2022
Q1 		$1.16M Buy
18,440
+15,300
+487% +$909K 0.57% 50
2021
Q4 		$209K Buy
+3,140
New +$176K 0.1% 118
2020
Q4 		– Sell
-580
Closed -$21K – 122
2020
Q3 		$21K Buy
+580
New +$19.4K 0.01% 219

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BNC Wealth Management's AVGO Position: Q3 2026 in Review

BNC Wealth Management reduced its Broadcom (AVGO) stake by 96% in Q3 2026, selling an estimated $5.93M and leaving 669 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #99.

BNC Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 12 quarters since. The position peaked at $6.2M in Q2 2026. 1,433 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • BNC Wealth Management held 669 shares of Broadcom worth $235K as of Q3 2026.
  • BNC Wealth Management sold 15,743 Broadcom shares in Q3 2026, an estimated $5.93M.
  • Broadcom made up 0.05% of BNC Wealth Management's portfolio in Q3 2026, its #99 holding.
  • BNC Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 12 quarters since.
  • BNC Wealth Management's Broadcom position peaked at $6.2M in Q2 2026.
  • 1,433 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.