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AVGO icon

Francis Financial’s Broadcom AVGO Stock Holding History

Francis Financial’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 		$1.43M Buy
3,777
+406
+12% +$163K 0.23% 44
2026
Q1 		$1.04M Buy
3,371
+173
+5% +$56.9K 0.19% 49
2025
Q4 		$1.11M Buy
3,198
+39
+1% +$13.9K 0.22% 47
2025
Q3 		$1.73M Buy
3,159
+351
+13% +$108K 0.31% 41
2025
Q2 		$774K Buy
2,808
+225
+9% +$48.9K 0.18% 46
2025
Q1 		$432K Sell
2,583
-1,669
-39% -$353K 0.1% 55
2024
Q4 		$566K Buy
4,252
+2,153
+103% +$398K 0.14% 48
2024
Q3 		$362K Buy
2,099
+139
+7% +$22.3K 0.1% 65
2024
Q2 		$315K Buy
+1,960
New +$275K 0.1% 66

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

Francis Financial's AVGO Position: Q2 2026 in Review

Francis Financial increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $163K and bringing the position to 3,777 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #44.

Francis Financial first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Francis Financial held 3,777 shares of Broadcom worth $1.43M as of Q2 2026.
  • Francis Financial bought 406 Broadcom shares in Q2 2026, an estimated $163K.
  • Broadcom made up 0.23% of Francis Financial's portfolio in Q2 2026, its #44 holding.
  • Francis Financial first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Francis Financial's Broadcom position peaked at $1.73M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.