Howard Financial Services
AVGO icon

Howard Financial Services’s Broadcom AVGO Stock Holding History

Howard Financial Services’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 		$6.22M Buy
17,708
+936
+6% +$352K 0.65% 30
2026
Q2 		$6.34M Buy
16,772
+611
+4% +$245K 0.68% 29
2026
Q1 		$5M Buy
16,161
+887
+6% +$292K 0.56% 33
2025
Q4 		$5.29M Buy
15,274
+112
+0.7% +$40.1K 0.62% 30
2025
Q3 		$5M Buy
15,162
+958
+7% +$294K 0.61% 30
2025
Q2 		$3.92M Buy
14,204
+12
+0.1% +$2.61K 0.51% 33
2025
Q1 		$2.38M Buy
14,192
+736
+5% +$156K 0.32% 40
2024
Q4 		$3.12M Buy
13,456
+2,293
+21% +$424K 0.42% 35
2024
Q3 		$1.93M Buy
11,163
+353
+3% +$56.6K 0.28% 43
2024
Q2 		$1.74M Buy
10,810
+200
+2% +$28K 0.28% 42
2024
Q1 		$1.41M Sell
10,610
-250
-2% -$31K 0.24% 47
2023
Q4 		$1.21M Buy
10,860
+250
+2% +$23.7K 0.23% 48
2023
Q3 		$881K Buy
10,610
+170
+2% +$14.7K 0.2% 56
2023
Q2 		$905K Buy
10,440
+120
+1% +$8.56K 0.22% 51
2023
Q1 		$662K Buy
10,320
+130
+1% +$7.82K 0.16% 58
2022
Q4 		$570K Sell
10,190
-2,340
-19% -$117K 0.15% 62
2022
Q3 		$556K Buy
+12,530
New +$640K 0.18% 58

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Howard Financial Services's AVGO Position: Q3 2026 in Review

Howard Financial Services increased its Broadcom (AVGO) stake by 5.6% in Q3 2026, buying an estimated $352K and bringing the position to 17,708 shares worth $6.22M. The position accounts for 0.65% of the portfolio, ranked #30.

Howard Financial Services first reported a position in AVGO in Q3 2022 and has held it in 17 quarters since. The position peaked at $6.34M in Q2 2026. 3,064 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Howard Financial Services held 17,708 shares of Broadcom worth $6.22M as of Q3 2026.
  • Howard Financial Services bought 936 Broadcom shares in Q3 2026, an estimated $352K.
  • Broadcom made up 0.65% of Howard Financial Services's portfolio in Q3 2026, its #30 holding.
  • Howard Financial Services first reported a position in Broadcom in Q3 2022 and has held it in 17 quarters since.
  • Howard Financial Services's Broadcom position peaked at $6.34M in Q2 2026.
  • 3,064 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.