Financial Designs’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$301K Buy
857
+182
+27% +$68.5K 0.16% 29
2026
Q2
$255K Hold
675
– – 0.14% 35
2026
Q1
$209K Buy
+675
New +$222K 0.12% 38

Other funds holding AVGO

Financial Designs's AVGO Position: Q3 2026 in Review

Financial Designs increased its Broadcom (AVGO) stake by 27% in Q3 2026, buying an estimated $68.5K and bringing the position to 857 shares worth $301K. The position accounts for 0.16% of the portfolio, ranked #29.

Financial Designs first reported a position in AVGO in Q1 2026 and has held it in 3 quarters since. 2,177 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Financial Designs held 857 shares of Broadcom worth $301K as of Q3 2026.
  • Financial Designs bought 182 Broadcom shares in Q3 2026, an estimated $68.5K.
  • Broadcom made up 0.16% of Financial Designs's portfolio in Q3 2026, its #29 holding.
  • Financial Designs first reported a position in Broadcom in Q1 2026 and has held it in 3 quarters since.
  • 2,177 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.