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ERn Financial LLC’s Broadcom AVGO Stock Holding History

ERn Financial LLC’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 		$979K Buy
2,590
+568
+28% +$228K 0.16% 86
2026
Q1 		$626K Buy
2,022
+136
+7% +$44.8K 0.12% 93
2025
Q4 		$653K Sell
1,886
-87
-4% -$31.1K 0.12% 93
2025
Q3 		$651K Sell
1,973
-302
-13% -$92.6K 0.13% 88
2025
Q2 		$627K Sell
2,275
-3,820
-63% -$830K 0.13% 88
2025
Q1 		$1.02M Sell
6,095
-232
-4% -$49.1K 0.16% 91
2024
Q4 		$1.47M Buy
6,327
+275
+5% +$50.9K 0.22% 76
2024
Q3 		$1.04M Buy
6,052
+612
+11% +$98.1K 0.16% 93
2024
Q2 		$874K Buy
5,440
+190
+4% +$26.6K 0.15% 105
2024
Q1 		$696K Buy
5,250
+140
+3% +$17.3K 0.12% 114
2023
Q4 		$585K Buy
5,110
+2,570
+101% +$243K 0.11% 116
2023
Q3 		$211K Sell
2,540
-280
-10% -$24.3K 0.05% 161
2023
Q2 		$244K Buy
+2,820
New +$201K 0.05% 160

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ERn Financial LLC's AVGO Position: Q2 2026 in Review

ERn Financial LLC increased its Broadcom (AVGO) stake by 28% in Q2 2026, buying an estimated $228K and bringing the position to 2,590 shares worth $979K. The position accounts for 0.16% of the portfolio, ranked #86.

ERn Financial LLC first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2024. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • ERn Financial LLC held 2,590 shares of Broadcom worth $979K as of Q2 2026.
  • ERn Financial LLC bought 568 Broadcom shares in Q2 2026, an estimated $228K.
  • Broadcom made up 0.16% of ERn Financial LLC's portfolio in Q2 2026, its #86 holding.
  • ERn Financial LLC first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • ERn Financial LLC's Broadcom position peaked at $1.47M in Q4 2024.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.