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Mechanics Bank - Trust Department’s Broadcom AVGO Stock Holding History

Mechanics Bank - Trust Department’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 		$7.36M Buy
19,493
+1,095
+6% +$439K 0.91% 31
2026
Q1 		$5.69M Buy
18,398
+435
+2% +$143K 0.79% 35
2025
Q4 		$6.22M Buy
17,963
+496
+3% +$177K 0.81% 33
2025
Q3 		$5.76M Sell
17,467
-519
-3% -$159K 0.81% 37
2025
Q2 		$4.96M Sell
17,986
-411
-2% -$89.2K 0.71% 38
2025
Q1 		$3.08M Buy
18,397
+3,714
+25% +$786K 0.42% 66
2024
Q4 		$3.4M Buy
14,683
+1,785
+14% +$330K 0.45% 60
2024
Q3 		$2.22M Buy
12,898
+2,278
+21% +$365K 0.3% 84
2024
Q2 		$1.71M Buy
10,620
+8,940
+532% +$1.25M 0.24% 94
2024
Q1 		$223K Buy
+1,680
New +$208K 0.03% 181

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

Mechanics Bank - Trust Department's AVGO Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Broadcom (AVGO) stake by 6% in Q2 2026, buying an estimated $439K and bringing the position to 19,493 shares worth $7.36M. The position accounts for 0.91% of the portfolio, ranked #31.

Mechanics Bank - Trust Department first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 2,965 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mechanics Bank - Trust Department held 19,493 shares of Broadcom worth $7.36M as of Q2 2026.
  • Mechanics Bank - Trust Department bought 1,095 Broadcom shares in Q2 2026, an estimated $439K.
  • Broadcom made up 0.91% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #31 holding.
  • Mechanics Bank - Trust Department first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 2,965 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.