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BFC Planning, Inc.’s Broadcom AVGO Stock Holding History

BFC Planning, Inc.’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 		$13.3M Sell
35,165
-3,551
-9% -$1.42M 0.54% 30
2026
Q1 		$12M Buy
38,716
+335
+0.9% +$110K 0.53% 27
2025
Q4 		$13.3M Buy
38,381
+10,036
+35% +$3.59M 0.59% 24
2025
Q3 		$9.35M Buy
28,345
+484
+2% +$148K 0.68% 23
2025
Q2 		$7.68M Buy
27,861
+749
+3% +$163K 0.6% 27
2025
Q1 		$4.54M Sell
27,112
-813
-3% -$172K 0.4% 48
2024
Q4 		$6.47M Buy
+27,925
New +$5.16M 0.54% 33

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s AVGO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Broadcom (AVGO) stake by 9.2% in Q2 2026, selling an estimated $1.42M and leaving 35,165 shares worth $13.3M. The position accounts for 0.54% of the portfolio, ranked #30.

BFC Planning, Inc. first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3M in Q4 2025. 4,876 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BFC Planning, Inc. held 35,165 shares of Broadcom worth $13.3M as of Q2 2026.
  • BFC Planning, Inc. sold 3,551 Broadcom shares in Q2 2026, an estimated $1.42M.
  • Broadcom made up 0.54% of BFC Planning, Inc.'s portfolio in Q2 2026, its #30 holding.
  • BFC Planning, Inc. first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Broadcom position peaked at $13.3M in Q4 2025.
  • 4,876 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.