DFS
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Dixon Fnancial Services’s Broadcom AVGO Stock Holding History

Dixon Fnancial Services’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 		$431K Sell
1,140
-5
-0.4% -$2K 0.17% 30
2026
Q1 		$354K Buy
1,145
+5
+0.4% +$1.65K 0.16% 32
2025
Q4 		$395K Hold
1,140
– – 0.17% 30
2025
Q3 		$376K Buy
+1,140
New +$350K 0.17% 30

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dixon Fnancial Services's AVGO Position: Q2 2026 in Review

Dixon Fnancial Services reduced its Broadcom (AVGO) stake by 0.44% in Q2 2026, selling an estimated $2K and leaving 1,140 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #30.

Dixon Fnancial Services first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 3,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dixon Fnancial Services held 1,140 shares of Broadcom worth $431K as of Q2 2026.
  • Dixon Fnancial Services sold 5 Broadcom shares in Q2 2026, an estimated $2K.
  • Broadcom made up 0.17% of Dixon Fnancial Services's portfolio in Q2 2026, its #30 holding.
  • Dixon Fnancial Services first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 3,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.