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J. Team Financial’s Broadcom AVGO Stock Holding History

J. Team 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 		$201K Buy
+531
New +$213K 0.2% 101
2026
Q1 		– Sell
-734
Closed -$254K – 86
2025
Q4 		$254K Sell
734
-182
-20% -$65.1K 0.25% 78
2025
Q3 		$302K Buy
+916
New +$281K 0.31% 67

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Team Financial's AVGO Position: Q2 2026 in Review

J. Team Financial opened a new position in Broadcom (AVGO) in Q2 2026: 531 shares worth $201K. The stake represents 0.2% of the portfolio and ranks #101 among its holdings. This is a return to the name: J. Team Financial previously reported a position in AVGO as recently as Q4 2025.

J. Team Financial first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q3 2025. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • J. Team Financial held 531 shares of Broadcom worth $201K as of Q2 2026.
  • Broadcom was a new J. Team Financial position in Q2 2026.
  • Broadcom made up 0.2% of J. Team Financial's portfolio in Q2 2026, its #101 holding.
  • J. Team Financial first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • J. Team Financial's Broadcom position peaked at $302K in Q3 2025.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.