Merit Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$189K Buy
+500
New +$200K ﹤0.01% 2133

Other funds holding AVGO

Merit Financial Group's AVGO Position: Q2 2026 in Review

Merit Financial Group increased its Broadcom (AVGO) stake by 8.4% in Q2 2026, buying an estimated $9.53M and bringing the position to 307,469 shares worth $116M. The position accounts for 0.71% of the portfolio, ranked #32.

Merit Financial Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Merit Financial Group held 307,469 shares of Broadcom worth $116M as of Q2 2026.
  • Merit Financial Group bought 23,776 Broadcom shares in Q2 2026, an estimated $9.53M.
  • Broadcom made up 0.71% of Merit Financial Group's portfolio in Q2 2026, its #32 holding.
  • Merit Financial Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.