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Integrated Financial Solutions’s Broadcom AVGO Stock Holding History

Integrated Financial Solutions’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 		$27.6M Buy
78,606
+1,496
+2% +$563K 14.17% 3
2026
Q2 		$29.1M Buy
77,110
+602
+0.8% +$241K 15.74% 3
2026
Q1 		$23.7M Buy
76,508
+2,835
+4% +$933K 16.44% 3
2025
Q4 		$25.5M Sell
73,673
-1,649
-2% -$590K 15.28% 3
2025
Q3 		$24.8M Buy
75,322
+853
+1% +$262K 17.12% 3
2025
Q2 		$20.5M Buy
+74,469
New +$16.2M 17.46% 3

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Integrated Financial Solutions's AVGO Position: Q3 2026 in Review

Integrated Financial Solutions increased its Broadcom (AVGO) stake by 1.9% in Q3 2026, buying an estimated $563K and bringing the position to 78,606 shares worth $27.6M. The position accounts for 14.17% of the portfolio, ranked #3.

Integrated Financial Solutions first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.1M in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Integrated Financial Solutions held 78,606 shares of Broadcom worth $27.6M as of Q3 2026.
  • Integrated Financial Solutions bought 1,496 Broadcom shares in Q3 2026, an estimated $563K.
  • Broadcom made up 14.17% of Integrated Financial Solutions's portfolio in Q3 2026, its #3 holding.
  • Integrated Financial Solutions first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Integrated Financial Solutions's Broadcom position peaked at $29.1M in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.