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Fi3 Financial Advisors’s Broadcom AVGO Stock Holding History

Fi3 Financial Advisors’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 		$637K Buy
11,063
+1,239
+13% +$497K 0.15% 81
2026
Q1 		$3.04M Buy
9,824
+2,373
+32% +$781K 0.88% 17
2025
Q4 		$2.58M Buy
7,451
+768
+11% +$275K 0.79% 18
2025
Q3 		$2.2M Sell
6,683
-84
-1% -$25.8K 0.75% 20
2025
Q2 		$1.87M Buy
6,767
+544
+9% +$118K 0.67% 20
2025
Q1 		$1.04M Sell
6,223
-2,230
-26% -$472K 0.42% 27
2024
Q4 		$1.96M Buy
8,453
+106
+1% +$19.6K 0.73% 21
2024
Q3 		$1.44M Buy
8,347
+3,507
+72% +$562K 0.57% 19
2024
Q2 		$777K Sell
4,840
-30
-0.6% -$4.2K 0.34% 30
2024
Q1 		$623K Buy
4,870
+760
+18% +$94.2K 0.29% 31
2023
Q4 		$459K Buy
4,110
+160
+4% +$15.2K 0.22% 39
2023
Q3 		$328K Buy
3,950
+690
+21% +$59.8K 0.18% 52
2023
Q2 		$283K Sell
3,260
-20
-0.6% -$1.43K 0.15% 53
2023
Q1 		$211K Buy
+3,280
New +$197K 0.11% 67

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

Fi3 Financial Advisors's AVGO Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $497K and bringing the position to 11,063 shares worth $637K. The position accounts for 0.15% of the portfolio, ranked #81.

Fi3 Financial Advisors first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.04M in Q1 2026. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fi3 Financial Advisors held 11,063 shares of Broadcom worth $637K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,239 Broadcom shares in Q2 2026, an estimated $497K.
  • Broadcom made up 0.15% of Fi3 Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Fi3 Financial Advisors first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Fi3 Financial Advisors's Broadcom position peaked at $3.04M in Q1 2026.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.