Canandaigua National Bank & Trust’s Broadcom AVGO Stock Holding History

Canandaigua National Bank & Trust’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	$3.16M	Sell	9,004 -53	-0.6%	-$20K	0.27%	73
2026 Q2	$3.42M	Buy	+9,057	New	+$3.63M	0.29%	76
2025 Q4	$3.26M	Sell	9,412 -371	-4%	-$133K	0.29%	72
2025 Q3	$3.23M	Buy	9,783 +3,935	+67%	+$1.21M	0.28%	77
2025 Q2	$1.61M	Sell	5,848 -571	-9%	-$124K	0.15%	134
2025 Q1	$1.07M	Sell	6,419 -101	-2%	-$21.4K	0.11%	174
2024 Q4	$1.51M	Sell	6,520 -50	-0.8%	-$9.25K	0.15%	145
2024 Q3	$1.13M	Sell	6,570 -660	-9%	-$106K	0.11%	174
2024 Q2	$1.16M	Buy	7,230 +100	+1%	+$14K	0.13%	152
2024 Q1	$945K	Sell	7,130 -910	-11%	-$113K	0.14%	146
2023 Q4	$897K	Sell	8,040 -1,420	-15%	-$134K	0.14%	142
2023 Q3	$786K	Sell	9,460 -540	-5%	-$46.8K	0.13%	147
2023 Q2	$867K	Sell	10,000 -10	-0.1%	-$713	0.14%	148
2023 Q1	$642K	Buy	+10,010	New	+$602K	0.11%	159

Other funds holding AVGO

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Canandaigua National Bank & Trust's AVGO Position: Q3 2026 in Review

Canandaigua National Bank & Trust reduced its Broadcom (AVGO) stake by 0.59% in Q3 2026, selling an estimated $20K and leaving 9,004 shares worth $3.16M. The position accounts for 0.27% of the portfolio, ranked #73.

Canandaigua National Bank & Trust first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.42M in Q2 2026. 857 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Canandaigua National Bank & Trust held 9,004 shares of Broadcom worth $3.16M as of Q3 2026.
Canandaigua National Bank & Trust sold 53 Broadcom shares in Q3 2026, an estimated $20K.
Broadcom made up 0.27% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #73 holding.
Canandaigua National Bank & Trust first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
Canandaigua National Bank & Trust's Broadcom position peaked at $3.42M in Q2 2026.
857 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.