JSF Financial’s Broadcom AVGO Stock Holding History

JSF 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 Q1	$2.23M	Buy	7,198 +473	+7%	+$156K	0.44%	31
2025 Q4	$2.33M	Sell	6,725 -117	-2%	-$41.8K	0.48%	30
2025 Q3	$2.26M	Buy	6,842 +3,394	+98%	+$1.04M	0.5%	29
2025 Q2	$951K	Buy	3,448 +1,640	+91%	+$356K	0.23%	68
2025 Q1	$303K	Sell	1,808 -6,538	-78%	-$1.38M	0.08%	99
2024 Q4	$1.93M	Buy	8,346 +1,325	+19%	+$245K	0.52%	33
2024 Q3	$1.21M	Buy	7,021 +241	+4%	+$38.6K	0.35%	38
2024 Q2	$1.09M	Buy	6,780 +270	+4%	+$37.8K	0.33%	40
2024 Q1	$863K	Sell	6,510 -2,060	-24%	-$255K	0.27%	44
2023 Q4	$957K	Buy	8,570 +30	+0.4%	+$2.84K	0.33%	38
2023 Q3	$709K	Buy	+8,540	New	+$740K	0.27%	49
2022 Q1	–	Sell	-7,340	Closed	-$488K	–	114
2021 Q4	$488K	Buy	+7,340	New	+$413K	0.24%	49

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JSF Financial's AVGO Position: Q1 2026 in Review

JSF Financial increased its Broadcom (AVGO) stake by 7% in Q1 2026, buying an estimated $156K and bringing the position to 7,198 shares worth $2.23M. The position accounts for 0.44% of the portfolio, ranked #31.

JSF Financial first reported a position in AVGO in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.33M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

JSF Financial held 7,198 shares of Broadcom worth $2.23M as of Q1 2026.
JSF Financial bought 473 Broadcom shares in Q1 2026, an estimated $156K.
Broadcom made up 0.44% of JSF Financial's portfolio in Q1 2026, its #31 holding.
JSF Financial first reported a position in Broadcom in Q4 2021 and has held it in 12 quarters since.
JSF Financial's Broadcom position peaked at $2.33M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.