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Independent Financial Group’s Broadcom AVGO Stock Holding History

Independent 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 		$120M Buy
316,698
+6,577
+2% +$2.64M 2.24% 5
2026
Q1 		$96M Sell
310,121
-21,416
-6% -$7.05M 2.15% 4
2025
Q4 		$115M Buy
331,537
+3,486
+1% +$1.25M 2.56% 4
2025
Q3 		$108M Sell
328,051
-13,553
-4% -$4.16M 2.6% 3
2025
Q2 		$94.2M Sell
341,604
-26,233
-7% -$5.7M 2.59% 4
2025
Q1 		$61.6M Sell
367,837
-3,948
-1% -$836K 2.12% 5
2024
Q4 		$86.2M Sell
371,785
-9,507
-2% -$1.76M 2.86% 3
2024
Q3 		$65.8M Buy
381,292
+76,282
+25% +$12.2M 2.42% 3
2024
Q2 		$49M Buy
305,010
+74,040
+32% +$10.4M 1.96% 6
2024
Q1 		$30.6M Buy
230,970
+24,640
+12% +$3.05M 1.41% 8
2023
Q4 		$23M Buy
206,330
+12,970
+7% +$1.23M 1.23% 9
2023
Q3 		$16.1M Buy
193,360
+2,860
+2% +$248K 1.04% 10
2023
Q2 		$16.5M Buy
190,500
+16,810
+10% +$1.2M 1.14% 9
2023
Q1 		$11.1M Buy
173,690
+8,470
+5% +$510K 0.89% 11
2022
Q4 		$9.24M Buy
165,220
+520
+0.3% +$26.1K 0.79% 14
2022
Q3 		$7.31M Buy
164,700
+130
+0.1% +$6.64K 0.66% 18
2022
Q2 		$8M Buy
164,570
+1,140
+0.7% +$64K 0.85% 13
2022
Q1 		$10.3M Buy
163,430
+14,470
+10% +$859K 0.84% 14
2021
Q4 		$9.91M Sell
148,960
-5,720
-4% -$322K 0.82% 14
2021
Q3 		$7.5M Buy
154,680
+23,250
+18% +$1.13M 0.77% 15
2021
Q2 		$6.27M Buy
131,430
+15,970
+14% +$740K 0.66% 20
2021
Q1 		$5.35M Buy
115,460
+18,950
+20% +$876K 0.69% 19
2020
Q4 		$4.23M Buy
96,510
+18,980
+24% +$740K 0.62% 24
2020
Q3 		$2.82M Buy
77,530
+13,200
+21% +$442K 0.53% 29
2020
Q2 		$2.03M Buy
64,330
+7,180
+13% +$201K 0.45% 46
2020
Q1 		$1.35M Buy
+57,150
New +$1.61M 0.4% 59

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Independent Financial Group increased its Broadcom (AVGO) stake by 2.1% in Q2 2026, buying an estimated $2.64M and bringing the position to 316,698 shares worth $120M. The position accounts for 2.24% of the portfolio, ranked #5.

Independent Financial Group first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Independent Financial Group held 316,698 shares of Broadcom worth $120M as of Q2 2026.
  • Independent Financial Group bought 6,577 Broadcom shares in Q2 2026, an estimated $2.64M.
  • Broadcom made up 2.24% of Independent Financial Group's portfolio in Q2 2026, its #5 holding.
  • Independent Financial Group first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.