Exchange Bank
AVGO icon

Exchange Bank’s Broadcom AVGO Stock Holding History

Exchange Bank’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 		$844K Sell
2,402
-80
-3% -$30.1K 0.52% 56
2026
Q2 		$938K Buy
2,482
+1
+0% +$401 0.58% 50
2026
Q1 		$768K Sell
2,481
-454
-15% -$149K 0.53% 57
2025
Q4 		$1.02M Sell
2,935
-329
-10% -$118K 0.7% 41
2025
Q3 		$1.08M Buy
3,264
+1,145
+54% +$351K 0.75% 39
2025
Q2 		$584K Buy
2,119
+60
+3% +$13K 0.46% 66
2025
Q1 		$345K Hold
2,059
– – 0.28% 89
2024
Q4 		$477K Buy
2,059
+19
+0.9% +$3.51K 0.38% 74
2024
Q3 		$352K Hold
2,040
– – 0.29% 85
2024
Q2 		$328K Sell
2,040
-330
-14% -$46.2K 0.28% 82
2024
Q1 		$314K Buy
2,370
+100
+4% +$12.4K 0.26% 85
2023
Q4 		$253K Sell
2,270
-570
-20% -$54K 0.22% 97
2023
Q3 		$236K Sell
2,840
-220
-7% -$19.1K 0.23% 89
2023
Q2 		$265K Buy
+3,060
New +$218K 0.26% 92

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Bank's AVGO Position: Q3 2026 in Review

Exchange Bank reduced its Broadcom (AVGO) stake by 3.2% in Q3 2026, selling an estimated $30.1K and leaving 2,402 shares worth $844K. The position accounts for 0.52% of the portfolio, ranked #56.

Exchange Bank first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2025. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Exchange Bank held 2,402 shares of Broadcom worth $844K as of Q3 2026.
  • Exchange Bank sold 80 Broadcom shares in Q3 2026, an estimated $30.1K.
  • Broadcom made up 0.52% of Exchange Bank's portfolio in Q3 2026, its #56 holding.
  • Exchange Bank first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • Exchange Bank's Broadcom position peaked at $1.08M in Q3 2025.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.