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IRON Financial’s Broadcom AVGO Stock Holding History

IRON Financial’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 		$379K Sell
1,003
-272
-21% -$109K 0.16% 85
2026
Q1 		$395K Buy
1,275
+656
+106% +$216K 0.17% 79
2025
Q4 		$214K Hold
619
– – 0.1% 124
2025
Q3 		$204K Buy
+619
New +$190K 0.1% 135

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IRON Financial's AVGO Position: Q2 2026 in Review

IRON Financial reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $109K and leaving 1,003 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #85.

IRON Financial first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $395K in Q1 2026. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • IRON Financial held 1,003 shares of Broadcom worth $379K as of Q2 2026.
  • IRON Financial sold 272 Broadcom shares in Q2 2026, an estimated $109K.
  • Broadcom made up 0.16% of IRON Financial's portfolio in Q2 2026, its #85 holding.
  • IRON Financial first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • IRON Financial's Broadcom position peaked at $395K in Q1 2026.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.