JCFM
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JBR Co Financial Management’s Broadcom AVGO Stock Holding History

JBR Co Financial Management’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 		$861K Sell
2,278
-160
-7% -$64.2K 0.31% 63
2026
Q1 		$844K Hold
2,438
– – 0.35% 57
2025
Q4 		$844K Buy
2,438
+74
+3% +$26.5K 0.35% 57
2025
Q3 		$780K Buy
2,364
+85
+4% +$26.1K 0.33% 56
2025
Q2 		$628K Buy
2,279
+30
+1% +$6.51K 0.31% 62
2025
Q1 		$377K Buy
2,249
+312
+16% +$66K 0.22% 80
2024
Q4 		$449K Buy
1,937
+60
+3% +$11.1K 0.27% 70
2024
Q3 		$324K Sell
1,877
-23
-1% -$3.69K 0.21% 82
2024
Q2 		$305K Buy
1,900
+190
+11% +$26.6K 0.21% 77
2024
Q1 		$227K Buy
+1,710
New +$212K 0.18% 89

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JBR Co Financial Management's AVGO Position: Q2 2026 in Review

JBR Co Financial Management reduced its Broadcom (AVGO) stake by 6.6% in Q2 2026, selling an estimated $64.2K and leaving 2,278 shares worth $861K. The position accounts for 0.31% of the portfolio, ranked #63.

JBR Co Financial Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • JBR Co Financial Management held 2,278 shares of Broadcom worth $861K as of Q2 2026.
  • JBR Co Financial Management sold 160 Broadcom shares in Q2 2026, an estimated $64.2K.
  • Broadcom made up 0.31% of JBR Co Financial Management's portfolio in Q2 2026, its #63 holding.
  • JBR Co Financial Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.