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KFA Private Wealth Group’s Broadcom AVGO Stock Holding History

KFA Private Wealth Group’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 		$869K Buy
2,474
+354
+17% +$133K 0.2% 55
2026
Q2 		$801K Buy
2,120
+90
+4% +$36.1K 0.19% 58
2026
Q1 		$629K Sell
2,030
-6
-0.3% -$1.97K 0.15% 72
2025
Q4 		$705K Buy
2,036
+40
+2% +$14.3K 0.17% 60
2025
Q3 		$659K Buy
1,996
+209
+12% +$64.1K 0.19% 60
2025
Q2 		$493K Buy
1,787
+27
+2% +$5.86K 0.15% 74
2025
Q1 		$295K Buy
1,760
+4
+0.2% +$847 0.1% 88
2024
Q4 		$407K Buy
1,756
+42
+2% +$7.77K 0.17% 57
2024
Q3 		$296K Buy
1,714
+4
+0.2% +$641 0.14% 65
2024
Q2 		$275K Sell
1,710
-290
-15% -$40.6K 0.14% 64
2024
Q1 		$265K Buy
2,000
+190
+10% +$23.5K 0.08% 85
2023
Q4 		$202K Buy
+1,810
New +$171K 0.07% 84

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

KFA Private Wealth Group's AVGO Position: Q3 2026 in Review

KFA Private Wealth Group increased its Broadcom (AVGO) stake by 17% in Q3 2026, buying an estimated $133K and bringing the position to 2,474 shares worth $869K. The position accounts for 0.2% of the portfolio, ranked #55.

KFA Private Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • KFA Private Wealth Group held 2,474 shares of Broadcom worth $869K as of Q3 2026.
  • KFA Private Wealth Group bought 354 Broadcom shares in Q3 2026, an estimated $133K.
  • Broadcom made up 0.2% of KFA Private Wealth Group's portfolio in Q3 2026, its #55 holding.
  • KFA Private Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.