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
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: Q2 2026 in Review

Financial Designs held its Broadcom (AVGO) position steady in Q2 2026 at 675 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #35.

Financial Designs first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Financial Designs held 675 shares of Broadcom worth $255K as of Q2 2026.
  • Financial Designs left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.14% of Financial Designs's portfolio in Q2 2026, its #35 holding.
  • Financial Designs first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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