EFG
AVGO icon

Embree Financial Group’s Broadcom AVGO Stock Holding History

Embree Financial 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 		$1.61M Buy
4,263
+196
+5% +$78.6K 0.16% 89
2026
Q1 		$1.26M Buy
4,067
+581
+17% +$191K 0.15% 103
2025
Q4 		$1.21M Buy
3,486
+943
+37% +$337K 0.15% 101
2025
Q3 		$839K Buy
2,543
+354
+16% +$109K 0.11% 111
2025
Q2 		$603K Buy
2,189
+230
+12% +$49.9K 0.09% 129
2025
Q1 		$328K Buy
1,959
+235
+14% +$49.7K 0.05% 154
2024
Q4 		$400K Sell
1,724
-8
-0.5% -$1.48K 0.07% 133
2024
Q3 		$299K Buy
1,732
+122
+8% +$19.6K 0.05% 152
2024
Q2 		$259K Sell
1,610
-180
-10% -$25.2K 0.05% 160
2024
Q1 		$238K Sell
1,790
-60
-3% -$7.43K 0.05% 172
2023
Q4 		$206K Buy
+1,850
New +$175K 0.04% 170

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

Embree Financial Group's AVGO Position: Q2 2026 in Review

Embree Financial Group increased its Broadcom (AVGO) stake by 4.8% in Q2 2026, buying an estimated $78.6K and bringing the position to 4,263 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #89.

Embree Financial Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Embree Financial Group held 4,263 shares of Broadcom worth $1.61M as of Q2 2026.
  • Embree Financial Group bought 196 Broadcom shares in Q2 2026, an estimated $78.6K.
  • Broadcom made up 0.16% of Embree Financial Group's portfolio in Q2 2026, its #89 holding.
  • Embree Financial Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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