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Clark Financial Services Group’s Broadcom AVGO Stock Holding History

Clark Financial Services 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 		$1.65M Buy
4,379
+1,068
+32% +$428K 0.78% 25
2026
Q1 		$1.02M Buy
3,311
+333
+11% +$110K 0.56% 30
2025
Q4 		$1.02M Buy
2,978
+274
+10% +$98K 0.54% 26
2025
Q3 		$892K Buy
2,704
+142
+6% +$43.6K 0.47% 29
2025
Q2 		$706K Sell
2,562
-12
-0.5% -$2.61K 0.43% 29
2025
Q1 		$431K Sell
2,574
-4
-0.2% -$847 0.3% 44
2024
Q4 		$598K Buy
2,578
+6
+0.2% +$1.11K 0.46% 26
2024
Q3 		$444K Sell
2,572
-1,918
-43% -$307K 0.4% 27
2024
Q2 		$721K Sell
4,490
-4,230
-49% -$593K 0.76% 15
2024
Q1 		$1.16M Sell
8,720
-4,850
-36% -$601K 1.39% 10
2023
Q4 		$1.51M Sell
13,570
-100
-0.7% -$9.47K 1.94% 9
2023
Q3 		$1.14M Sell
13,670
-170
-1% -$14.7K 1.55% 11
2023
Q2 		$1.2M Sell
13,840
-40
-0.3% -$2.85K 1.62% 9
2023
Q1 		$890K Sell
13,880
-90
-0.6% -$5.42K 1.31% 9
2022
Q4 		$781K Buy
13,970
+280
+2% +$14K 0.9% 15
2022
Q3 		$607K Buy
+13,690
New +$699K 0.64% 25
2022
Q1 		$821K Buy
13,040
+870
+7% +$51.7K 0.6% 25
2021
Q4 		$809K Buy
12,170
+720
+6% +$40.5K 0.54% 26
2021
Q3 		$555K Buy
11,450
+450
+4% +$21.9K 0.43% 28
2021
Q2 		$525K Buy
11,000
+260
+2% +$12K 0.41% 34
2021
Q1 		$498K Buy
+10,740
New +$497K 0.42% 34
2020
Q2 		$636K Buy
+13,090
New +$366K 0.98% 20

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Financial Services Group's AVGO Position: Q2 2026 in Review

Clark Financial Services Group increased its Broadcom (AVGO) stake by 32% in Q2 2026, buying an estimated $428K and bringing the position to 4,379 shares worth $1.65M. The position accounts for 0.78% of the portfolio, ranked #25.

Clark Financial Services Group first reported a position in AVGO in Q2 2020 and has held it in 22 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Clark Financial Services Group held 4,379 shares of Broadcom worth $1.65M as of Q2 2026.
  • Clark Financial Services Group bought 1,068 Broadcom shares in Q2 2026, an estimated $428K.
  • Broadcom made up 0.78% of Clark Financial Services Group's portfolio in Q2 2026, its #25 holding.
  • Clark Financial Services Group first reported a position in Broadcom in Q2 2020 and has held it in 22 quarters since.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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