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Greystone Financial Group’s Broadcom AVGO Stock Holding History

Greystone Financial 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
Q2 		$13M Buy
34,297
+6,752
+25% +$2.71M 3.62% 6
2026
Q1 		$8.53M Sell
27,545
-19,787
-42% -$6.51M 2.41% 12
2025
Q4 		$16.4M Sell
47,332
-1,159
-2% -$414K 2.56% 10
2025
Q3 		$16M Sell
48,491
-14,533
-23% -$4.46M 2.48% 10
2025
Q2 		$17.4M Sell
63,024
-6,721
-10% -$1.46M 2.86% 6
2025
Q1 		$11.7M Sell
69,745
-11,717
-14% -$2.48M 2.12% 16
2024
Q4 		$18.9M Sell
81,462
-5,097
-6% -$943K 3.29% 7
2024
Q3 		$14.9M Buy
86,559
+11,379
+15% +$1.82M 2.67% 7
2024
Q2 		$12.1M Sell
75,180
-6,020
-7% -$844K 2.36% 11
2024
Q1 		$10.8M Sell
81,200
-12,230
-13% -$1.52M 2.15% 13
2023
Q4 		$10.4M Sell
93,430
-11,270
-11% -$1.07M 2.41% 10
2023
Q3 		$8.7M Sell
104,700
-9,060
-8% -$785K 2.17% 13
2023
Q2 		$9.87M Sell
113,760
-17,540
-13% -$1.25M 2.29% 8
2023
Q1 		$8.42M Sell
131,300
-26,360
-17% -$1.59M 2.12% 16
2022
Q4 		$8.82M Buy
157,660
+83,990
+114% +$4.21M 2.59% 11
2022
Q3 		$3.27M Buy
+73,670
New +$3.76M 1.11% 35
2022
Q1 		– Sell
-133,460
Closed -$8.88M – 82
2021
Q4 		$8.88M Buy
133,460
+23,640
+22% +$1.33M 2.13% 13
2021
Q3 		$5.33M Sell
109,820
-38,580
-26% -$1.88M 1.58% 36
2021
Q2 		$7.08M Buy
148,400
+730
+0.5% +$33.8K 1.76% 23
2021
Q1 		$6.5M Sell
147,670
-41,910
-22% -$1.94M 1.63% 38
2020
Q4 		$8.96M Buy
+189,580
New +$7.39M 2.44% 11

Other funds holding AVGO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Greystone Financial Group's AVGO Position: Q2 2026 in Review

Greystone Financial Group increased its Broadcom (AVGO) stake by 25% in Q2 2026, buying an estimated $2.71M and bringing the position to 34,297 shares worth $13M. The position accounts for 3.62% of the portfolio, ranked #6.

Greystone Financial Group first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.9M in Q4 2024. 2,393 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Greystone Financial Group held 34,297 shares of Broadcom worth $13M as of Q2 2026.
  • Greystone Financial Group bought 6,752 Broadcom shares in Q2 2026, an estimated $2.71M.
  • Broadcom made up 3.62% of Greystone Financial Group's portfolio in Q2 2026, its #6 holding.
  • Greystone Financial Group first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • Greystone Financial Group's Broadcom position peaked at $18.9M in Q4 2024.
  • 2,393 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.