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Patriot Financial Group Insurance Agency’s Broadcom AVGO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.8M Sell
17,996
-17,028
-49% -$6.83M 0.7% 28
2026
Q1 		$10.8M Buy
35,024
+15,538
+80% +$5.11M 0.61% 35
2025
Q4 		$6.74M Buy
19,486
+1,285
+7% +$460K 0.8% 24
2025
Q3 		$6M Sell
18,201
-2,585
-12% -$793K 0.77% 27
2025
Q2 		$5.73M Buy
20,786
+5,419
+35% +$1.18M 0.66% 28
2025
Q1 		$2.57M Buy
15,367
+1,119
+8% +$237K 0.34% 67
2024
Q4 		$3.3M Buy
14,248
+439
+3% +$81.2K 0.44% 52
2024
Q3 		$2.38M Sell
13,809
-261
-2% -$41.8K 0.32% 69
2024
Q2 		$2.26M Buy
14,070
+1,220
+9% +$171K 0.33% 66
2024
Q1 		$1.7M Buy
12,850
+1,750
+16% +$217K 0.27% 87
2023
Q4 		$1.24M Buy
11,100
+350
+3% +$33.1K 0.23% 103
2023
Q3 		$893K Sell
10,750
-150
-1% -$13K 0.18% 147
2023
Q2 		$946K Sell
10,900
-200
-2% -$14.3K 0.18% 137
2023
Q1 		$712K Buy
11,100
+860
+8% +$51.7K 0.14% 167
2022
Q4 		$572K Buy
10,240
+40
+0.4% +$2.01K 0.08% 188
2022
Q3 		$453K Sell
10,200
-760
-7% -$38.8K 0.11% 208
2022
Q2 		$532K Buy
10,960
+590
+6% +$33.1K 0.11% 193
2022
Q1 		$653K Sell
10,370
-950
-8% -$56.4K 0.12% 195
2021
Q4 		$753K Sell
11,320
-600
-5% -$33.7K 0.13% 174
2021
Q3 		$578K Sell
11,920
-400
-3% -$19.5K 0.1% 205
2021
Q2 		$587K Sell
12,320
-150
-1% -$6.95K 0.11% 201
2021
Q1 		$578K Sell
12,470
-360
-3% -$16.6K 0.13% 169
2020
Q4 		$562K Sell
12,830
-380
-3% -$14.8K 0.14% 159
2020
Q3 		$481K Sell
13,210
-1,300
-9% -$43.5K 0.16% 139
2020
Q2 		$458K Sell
14,510
-1,320
-8% -$36.9K 0.18% 128
2020
Q1 		$375K Sell
15,830
-2,420
-13% -$68.2K 0.17% 128
2019
Q4 		$577K Buy
18,250
+1,350
+8% +$41K 0.22% 97
2019
Q3 		$467K Buy
16,900
+1,590
+10% +$45.2K 0.21% 95
2019
Q2 		$452K Buy
15,310
+300
+2% +$8.74K 0.2% 91
2019
Q1 		$451K Buy
15,010
+210
+1% +$5.69K 0.23% 72
2018
Q4 		$376K Buy
14,800
+6,350
+75% +$150K 0.25% 67
2018
Q3 		$208K Buy
+8,450
New +$189K 0.12% 114

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVGO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Broadcom (AVGO) stake by 49% in Q2 2026, selling an estimated $6.83M and leaving 17,996 shares worth $6.8M. The position accounts for 0.7% of the portfolio, ranked #28.

Patriot Financial Group Insurance Agency first reported a position in AVGO in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.8M in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 17,996 shares of Broadcom worth $6.8M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 17,028 Broadcom shares in Q2 2026, an estimated $6.83M.
  • Broadcom made up 0.7% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #28 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Broadcom in Q3 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's Broadcom position peaked at $10.8M in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.