Financial Solutions Advisory Group
AVGO icon

Financial Solutions Advisory Group’s Broadcom AVGO Stock Holding History

Financial Solutions Advisory 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
Q3 		$13.1M Sell
39,939
-1,459
-4% -$549K 1.67% 14
2026
Q2 		$16.6M Sell
41,398
-1,762
-4% -$706K 2.1% 11
2026
Q1 		$13.4M Buy
+43,160
New +$14.2M 1.85% 13

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Financial Solutions Advisory Group's AVGO Position: Q3 2026 in Review

Financial Solutions Advisory Group reduced its Broadcom (AVGO) stake by 3.5% in Q3 2026, selling an estimated $549K and leaving 39,939 shares worth $13.1M. The position accounts for 1.67% of the portfolio, ranked #14.

Financial Solutions Advisory Group first reported a position in AVGO in Q1 2026 and has held it in 3 quarters since. The position peaked at $16.6M in Q2 2026. 3,980 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Financial Solutions Advisory Group held 39,939 shares of Broadcom worth $13.1M as of Q3 2026.
  • Financial Solutions Advisory Group sold 1,459 Broadcom shares in Q3 2026, an estimated $549K.
  • Broadcom made up 1.67% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #14 holding.
  • Financial Solutions Advisory Group first reported a position in Broadcom in Q1 2026 and has held it in 3 quarters since.
  • Financial Solutions Advisory Group's Broadcom position peaked at $16.6M in Q2 2026.
  • 3,980 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.