Eight 31 Financial’s Broadcom AVGO Stock Holding History

Eight 31 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 Q1	$241K	Hold	780	–	–	0.15%	61
2025 Q4	$270K	Hold	780	–	–	0.15%	59
2025 Q3	$257K	Sell	780 -30	-4%	-$9.2K	0.15%	60
2025 Q2	$223K	Sell	810 -513	-39%	-$111K	0.15%	59
2025 Q1	$222K	Sell	1,323 -1,327	-50%	-$281K	0.14%	61
2024 Q4	$614K	Sell	2,650 -700	-21%	-$129K	0.46%	33
2024 Q3	$578K	Sell	3,350 -470	-12%	-$75.3K	0.44%	37
2024 Q2	$613K	Sell	3,820 -9,850	-72%	-$1.38M	0.47%	37
2024 Q1	$1.81M	Sell	13,670 -2,930	-18%	-$363K	1.12%	21
2023 Q4	$1.85M	Buy	+16,600	New	+$1.57M	1.13%	18

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eight 31 Financial's AVGO Position: Q1 2026 in Review

Eight 31 Financial held its Broadcom (AVGO) position steady in Q1 2026 at 780 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #61.

Eight 31 Financial first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q4 2023. 4,670 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Eight 31 Financial held 780 shares of Broadcom worth $241K as of Q1 2026.
Eight 31 Financial left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.15% of Eight 31 Financial's portfolio in Q1 2026, its #61 holding.
Eight 31 Financial first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Eight 31 Financial's Broadcom position peaked at $1.85M in Q4 2023.
4,670 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.