Define Financial
AVGO icon

Define Financial’s Broadcom AVGO Stock Holding History

Define 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
Q3 		$426K Sell
1,213
-19
-2% -$7.15K 0.18% 30
2026
Q2 		$465K Buy
+1,232
New +$494K 0.21% 24

Other funds holding AVGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Define Financial's AVGO Position: Q3 2026 in Review

Define Financial reduced its Broadcom (AVGO) stake by 1.5% in Q3 2026, selling an estimated $7.15K and leaving 1,213 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #30.

Define Financial first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $465K in Q2 2026. 2,642 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Define Financial held 1,213 shares of Broadcom worth $426K as of Q3 2026.
  • Define Financial sold 19 Broadcom shares in Q3 2026, an estimated $7.15K.
  • Broadcom made up 0.18% of Define Financial's portfolio in Q3 2026, its #30 holding.
  • Define Financial first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • Define Financial's Broadcom position peaked at $465K in Q2 2026.
  • 2,642 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.