JKA
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Jones Kertz & Associates’s Broadcom AVGO Stock Holding History

Jones Kertz & Associates’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 		$16.5M Sell
43,742
-1,892
-4% -$759K 7.62% 2
2026
Q1 		$14.1M Sell
45,634
-1,651
-3% -$543K 7.5% 1
2025
Q4 		$16.4M Buy
+47,285
New +$16.9M 8.41% 1

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

Jones Kertz & Associates's AVGO Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Broadcom (AVGO) stake by 4.1% in Q2 2026, selling an estimated $759K and leaving 43,742 shares worth $16.5M. The position accounts for 7.62% of the portfolio, ranked #2.

Jones Kertz & Associates first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 2,967 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jones Kertz & Associates held 43,742 shares of Broadcom worth $16.5M as of Q2 2026.
  • Jones Kertz & Associates sold 1,892 Broadcom shares in Q2 2026, an estimated $759K.
  • Broadcom made up 7.62% of Jones Kertz & Associates's portfolio in Q2 2026, its #2 holding.
  • Jones Kertz & Associates first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 2,967 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.