Northeast 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
Q1
Sell
-921
Closed -$319K 92
2025
Q4
$319K Sell
921
-5
-0.5% -$1.79K 0.07% 74
2025
Q3
$305K Sell
926
-25
-3% -$7.67K 0.08% 68
2025
Q2
$262K Buy
+951
New +$207K 0.08% 82

Other funds holding AVGO

Northeast Financial Group's AVGO Position: Q1 2026 in Review

Northeast Financial Group sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 921 shares — an estimated $319K sold.

Northeast Financial Group first reported a position in AVGO in Q2 2025 and held it in 3 quarters. The position peaked at $319K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Northeast Financial Group reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Northeast Financial Group sold 921 Broadcom shares in Q1 2026, an estimated $319K.
  • Northeast Financial Group first reported a position in Broadcom in Q2 2025 and held it in 3 quarters.
  • Northeast Financial Group's Broadcom position peaked at $319K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.