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PAX Financial Group’s Broadcom AVGO Stock Holding History

PAX Financial Group’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 		$2.35M Buy
6,230
+1,855
+42% +$744K 0.35% 61
2026
Q1 		$1.35M Buy
4,375
+412
+10% +$136K 0.23% 73
2025
Q4 		$1.37M Buy
3,963
+290
+8% +$104K 0.24% 73
2025
Q3 		$1.21M Sell
3,673
-234
-6% -$71.8K 0.22% 77
2025
Q2 		$1.08M Sell
3,907
-1,919
-33% -$417K 0.21% 85
2025
Q1 		$975K Sell
5,826
-5,021
-46% -$1.06M 0.17% 105
2024
Q4 		$2.51M Buy
10,847
+5,727
+112% +$1.06M 0.45% 54
2024
Q3 		$883K Buy
5,120
+910
+22% +$146K 0.16% 113
2024
Q2 		$676K Buy
4,210
+1,910
+83% +$268K 0.13% 139
2024
Q1 		$305K Buy
2,300
+330
+17% +$40.9K 0.06% 198
2023
Q4 		$251K Buy
+1,970
New +$187K 0.05% 201
2020
Q4 		– Sell
-10,790
Closed -$393K – 131
2020
Q3 		$393K Buy
10,790
+770
+8% +$25.8K 0.14% 106
2020
Q2 		$316K Buy
10,020
+2,030
+25% +$56.8K 0.12% 105
2020
Q1 		$212K Buy
+7,990
New +$225K 0.09% 107

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

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

PAX Financial Group increased its Broadcom (AVGO) stake by 42% in Q2 2026, buying an estimated $744K and bringing the position to 6,230 shares worth $2.35M. The position accounts for 0.35% of the portfolio, ranked #61.

PAX Financial Group first reported a position in AVGO in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.51M in Q4 2024. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • PAX Financial Group held 6,230 shares of Broadcom worth $2.35M as of Q2 2026.
  • PAX Financial Group bought 1,855 Broadcom shares in Q2 2026, an estimated $744K.
  • Broadcom made up 0.35% of PAX Financial Group's portfolio in Q2 2026, its #61 holding.
  • PAX Financial Group first reported a position in Broadcom in Q1 2020 and has held it in 14 quarters since.
  • PAX Financial Group's Broadcom position peaked at $2.51M in Q4 2024.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.