KFS
AVGO icon

Kaizen Financial Strategies’s Broadcom AVGO Stock Holding History

Kaizen Financial Strategies’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
Q3 		$487K Buy
1,386
+81
+6% +$30.5K 0.19% 95
2026
Q2 		$482K Sell
1,305
-81
-6% -$32.5K 0.16% 103
2026
Q1 		$552K Buy
1,386
+332
+31% +$109K 0.23% 82
2025
Q4 		$365K Sell
1,054
-205
-16% -$73.3K 0.16% 109
2025
Q3 		$448K Buy
1,259
+42
+3% +$12.9K 0.2% 87
2025
Q2 		$335K Buy
+1,217
New +$264K 0.17% 105

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Kaizen Financial Strategies's AVGO Position: Q3 2026 in Review

Kaizen Financial Strategies increased its Broadcom (AVGO) stake by 6.2% in Q3 2026, buying an estimated $30.5K and bringing the position to 1,386 shares worth $487K. The position accounts for 0.19% of the portfolio, ranked #95.

Kaizen Financial Strategies first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Kaizen Financial Strategies held 1,386 shares of Broadcom worth $487K as of Q3 2026.
  • Kaizen Financial Strategies bought 81 Broadcom shares in Q3 2026, an estimated $30.5K.
  • Broadcom made up 0.19% of Kaizen Financial Strategies's portfolio in Q3 2026, its #95 holding.
  • Kaizen Financial Strategies first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Kaizen Financial Strategies's Broadcom position peaked at $552K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.