MFA Wealth Services’s Broadcom AVGO Stock Holding History

MFA Wealth Services’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	$1.47M	Sell	4,182 -148	-3%	-$55.7K	0.87%	27
2026 Q2	$1.64M	Buy	4,330 +129	+3%	+$51.7K	0.98%	23
2026 Q1	$1.3M	Buy	4,201 +66	+2%	+$21.7K	0.86%	31
2025 Q4	$1.43M	Sell	4,135 -496	-11%	-$177K	0.97%	24
2025 Q3	$1.53M	Sell	4,631 -131	-3%	-$40.2K	1.05%	21
2025 Q2	$1.31M	Buy	4,762 +76	+2%	+$16.5K	0.99%	24
2025 Q1	$785K	Sell	4,686 -132	-3%	-$27.9K	0.65%	39
2024 Q4	$1.12M	Buy	+4,818	New	+$891K	0.9%	29

Other funds holding AVGO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MFA Wealth Services's AVGO Position: Q3 2026 in Review

MFA Wealth Services reduced its Broadcom (AVGO) stake by 3.4% in Q3 2026, selling an estimated $55.7K and leaving 4,182 shares worth $1.47M. The position accounts for 0.87% of the portfolio, ranked #27.

MFA Wealth Services first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q2 2026. 1,398 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

MFA Wealth Services held 4,182 shares of Broadcom worth $1.47M as of Q3 2026.
MFA Wealth Services sold 148 Broadcom shares in Q3 2026, an estimated $55.7K.
Broadcom made up 0.87% of MFA Wealth Services's portfolio in Q3 2026, its #27 holding.
MFA Wealth Services first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Broadcom position peaked at $1.64M in Q2 2026.
1,398 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.