MBT
AVGO icon

Montecito Bank & Trust’s Broadcom AVGO Stock Holding History

Montecito Bank & Trust’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 		$6.24M Sell
16,520
-31
-0.2% -$12.4K 0.93% 28
2026
Q1 		$5.12M Sell
16,551
-1,229
-7% -$404K 0.84% 30
2025
Q4 		$6.15M Sell
17,780
-4,515
-20% -$1.61M 0.98% 24
2025
Q3 		$7.36M Buy
+22,295
New +$6.84M 1.14% 21
2025
Q1 		$3.53M Buy
21,100
+336
+2% +$71.1K 0.63% 37
2024
Q4 		$4.81M Sell
20,764
-19
-0.1% -$3.51K 0.83% 27
2024
Q3 		$3.59M Buy
20,783
+3,943
+23% +$632K 0.61% 39
2024
Q2 		$2.7M Sell
16,840
-470
-3% -$65.9K 0.55% 42
2024
Q1 		$2.29M Buy
17,310
+3,420
+25% +$424K 0.46% 49
2023
Q4 		$1.55M Buy
13,890
+1,450
+12% +$137K 0.33% 66
2023
Q3 		$1.03M Buy
12,440
+800
+7% +$69.3K 0.24% 104
2023
Q2 		$1.01M Buy
11,640
+530
+5% +$37.8K 0.23% 113
2023
Q1 		$713K Buy
11,110
+440
+4% +$26.5K 0.17% 140
2022
Q4 		$596K Hold
10,670
– – 0.14% 155
2022
Q3 		$474K Buy
10,670
+2,210
+26% +$113K 0.12% 170
2022
Q2 		$411K Buy
8,460
+220
+3% +$12.3K 0.1% 180
2022
Q1 		$519K Sell
8,240
-6,660
-45% -$396K 0.1% 184
2021
Q4 		$992K Buy
14,900
+1,100
+8% +$61.8K 0.18% 122
2021
Q3 		$669K Buy
13,800
+8,210
+147% +$399K 0.13% 154
2021
Q2 		$267K Sell
5,590
-1,680
-23% -$77.8K 0.05% 234
2021
Q1 		$337K Sell
7,270
-500
-6% -$23.1K 0.07% 205
2020
Q4 		$340K Buy
+7,770
New +$303K 0.07% 195
2017
Q1 		– Sell
-7,300
Closed -$129K – 195
2016
Q4 		$129K Buy
+7,300
New +$126K 0.05% 203

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Montecito Bank & Trust's AVGO Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Broadcom (AVGO) stake by 0.19% in Q2 2026, selling an estimated $12.4K and leaving 16,520 shares worth $6.24M. The position accounts for 0.93% of the portfolio, ranked #28.

Montecito Bank & Trust first reported a position in AVGO in Q4 2016 and has held it in 23 quarters since. The position peaked at $7.36M in Q3 2025. 989 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Montecito Bank & Trust held 16,520 shares of Broadcom worth $6.24M as of Q2 2026.
  • Montecito Bank & Trust sold 31 Broadcom shares in Q2 2026, an estimated $12.4K.
  • Broadcom made up 0.93% of Montecito Bank & Trust's portfolio in Q2 2026, its #28 holding.
  • Montecito Bank & Trust first reported a position in Broadcom in Q4 2016 and has held it in 23 quarters since.
  • Montecito Bank & Trust's Broadcom position peaked at $7.36M in Q3 2025.
  • 989 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.