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JNBA Financial Advisors’s Broadcom AVGO Stock Holding History

JNBA Financial Advisors’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 		$1.63M Buy
4,308
+3,783
+721% +$1.52M 0.12% 72
2026
Q1 		$162K Buy
525
+82
+19% +$27K 0.01% 198
2025
Q4 		$153K Buy
443
+45
+11% +$16.1K 0.01% 196
2025
Q3 		$131K Buy
398
+268
+206% +$82.2K 0.01% 205
2025
Q2 		$35.8K Hold
130
– – ﹤0.01% 327
2025
Q1 		$21.8K Hold
130
– – ﹤0.01% 369
2024
Q4 		$30.1K Hold
130
– – ﹤0.01% 337
2024
Q3 		$22.4K Hold
130
– – ﹤0.01% 379
2024
Q2 		$20.9K Hold
130
– – ﹤0.01% 377
2024
Q1 		$17.2K Hold
130
– – ﹤0.01% 406
2023
Q4 		$14.5K Buy
130
+80
+160% +$7.58K ﹤0.01% 425
2023
Q3 		$4.15K Sell
50
-50
-50% -$4.33K ﹤0.01% 563
2023
Q2 		$8.68K Sell
100
-90
-47% -$6.42K ﹤0.01% 483
2023
Q1 		$12.2K Buy
190
+120
+171% +$7.22K ﹤0.01% 454
2022
Q4 		$3.91K Hold
70
– – ﹤0.01% 537
2022
Q3 		$3K Sell
70
-10
-13% -$511 ﹤0.01% 562
2022
Q2 		$4K Sell
80
-190
-70% -$10.7K ﹤0.01% 575
2022
Q1 		$17K Sell
270
-200
-43% -$11.9K ﹤0.01% 428
2021
Q4 		$31K Buy
470
+270
+135% +$15.2K ﹤0.01% 358
2021
Q3 		$10K Hold
200
– – ﹤0.01% 514
2021
Q2 		$10K Buy
+200
New +$9.27K ﹤0.01% 479
2016
Q4 		– Sell
-9,570
Closed -$165K – 548
2016
Q3 		$165K Buy
+9,570
New +$160K 0.02% 259
2013
Q4 		– Sell
-3,000
Closed -$13K – 437
2013
Q3 		$13K Buy
+3,000
New +$11.5K 0.01% 283

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JNBA Financial Advisors's AVGO Position: Q2 2026 in Review

JNBA Financial Advisors increased its Broadcom (AVGO) stake by 721% in Q2 2026, buying an estimated $1.52M and bringing the position to 4,308 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #72.

JNBA Financial Advisors first reported a position in AVGO in Q3 2013 and has held it in 23 quarters since. 1,857 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • JNBA Financial Advisors held 4,308 shares of Broadcom worth $1.63M as of Q2 2026.
  • JNBA Financial Advisors bought 3,783 Broadcom shares in Q2 2026, an estimated $1.52M.
  • Broadcom made up 0.12% of JNBA Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • JNBA Financial Advisors first reported a position in Broadcom in Q3 2013 and has held it in 23 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.