CF
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Convergence Financial’s Broadcom AVGO Stock Holding History

Convergence Financial’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 		$17.9M Buy
47,265
+22,808
+93% +$9.14M 1.42% 20
2026
Q1 		$7.58M Sell
24,457
-1,336
-5% -$440K 0.8% 27
2025
Q4 		$8.93M Sell
25,793
-148
-0.6% -$52.9K 1.3% 23
2025
Q3 		$8.56M Sell
25,941
-761
-3% -$233K 1.29% 22
2025
Q2 		$7.36M Sell
26,702
-919
-3% -$200K 1.27% 23
2025
Q1 		$4.62M Buy
27,621
+621
+2% +$131K 0.91% 24
2024
Q4 		$6.26M Buy
27,000
+85
+0.3% +$15.7K 1.25% 23
2024
Q3 		$4.64M Buy
26,915
+3,055
+13% +$490K 0.99% 23
2024
Q2 		$3.83M Buy
+23,860
New +$3.34M 1.01% 22

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

Convergence Financial's AVGO Position: Q2 2026 in Review

Convergence Financial increased its Broadcom (AVGO) stake by 93% in Q2 2026, buying an estimated $9.14M and bringing the position to 47,265 shares worth $17.9M. The position accounts for 1.42% of the portfolio, ranked #20.

Convergence Financial first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Convergence Financial held 47,265 shares of Broadcom worth $17.9M as of Q2 2026.
  • Convergence Financial bought 22,808 Broadcom shares in Q2 2026, an estimated $9.14M.
  • Broadcom made up 1.42% of Convergence Financial's portfolio in Q2 2026, its #20 holding.
  • Convergence Financial first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.