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Fiduciary Financial Group’s Broadcom AVGO Stock Holding History

Fiduciary 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 		$1.35M Buy
3,582
+363
+11% +$146K 0.15% 91
2026
Q1 		$996K Buy
3,219
+424
+15% +$140K 0.13% 104
2025
Q4 		$967K Sell
2,795
-273
-9% -$97.6K 0.14% 102
2025
Q3 		$1.01M Sell
3,068
-146
-5% -$44.8K 0.16% 89
2025
Q2 		$851K Buy
3,214
+73
+2% +$15.9K 0.15% 93
2025
Q1 		$541K Sell
3,141
-159
-5% -$33.7K 0.12% 117
2024
Q4 		$740K Buy
3,300
+1,500
+83% +$277K 0.16% 88
2024
Q3 		$325K Sell
1,800
-16,400
-90% -$2.63M 0.07% 191
2024
Q2 		$308K Buy
+18,200
New +$2.55M 0.07% 191

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

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

Fiduciary Financial Group increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $146K and bringing the position to 3,582 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #91.

Fiduciary Financial Group first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Fiduciary Financial Group held 3,582 shares of Broadcom worth $1.35M as of Q2 2026.
  • Fiduciary Financial Group bought 363 Broadcom shares in Q2 2026, an estimated $146K.
  • Broadcom made up 0.15% of Fiduciary Financial Group's portfolio in Q2 2026, its #91 holding.
  • Fiduciary Financial Group first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.