PO
AVGO icon

PBCay One’s Broadcom AVGO Stock Holding History

PBCay One’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 		$85.1M Buy
+225,363
New +$90.4M 4.89% 10
2025
Q1 		$66.7M Buy
+398,665
New +$84.4M 5.14% 6

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PBCay One's AVGO Position: Q2 2026 in Review

PBCay One opened a new position in Broadcom (AVGO) in Q2 2026: 225,363 shares worth $85.1M. The stake represents 4.89% of the portfolio and ranks #10 among its holdings. This is a return to the name: PBCay One previously reported a position in AVGO as recently as Q1 2025.

PBCay One first reported a position in AVGO in Q1 2025 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • PBCay One held 225,363 shares of Broadcom worth $85.1M as of Q2 2026.
  • Broadcom was a new PBCay One position in Q2 2026.
  • Broadcom made up 4.89% of PBCay One's portfolio in Q2 2026, its #10 holding.
  • PBCay One first reported a position in Broadcom in Q1 2025 and has held it in 2 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PBCay One's 13F filing for Q2 2026, filed 27 Jul 2026.