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Pettinga Financial Advisors’s Broadcom AVGO Stock Holding History

Pettinga Financial Advisors’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
Q3 		$950K Buy
2,706
+53
+2% +$20K 0.16% 70
2026
Q2 		$1M Hold
2,653
– – 0.16% 72
2026
Q1 		$821K Hold
2,653
– – 0.15% 82
2025
Q4 		$918K Buy
2,653
+25
+1% +$8.94K 0.17% 76
2025
Q3 		$867K Sell
2,628
-55
-2% -$16.9K 0.17% 76
2025
Q2 		$740K Buy
2,683
+71
+3% +$15.4K 0.16% 72
2025
Q1 		$437K Sell
2,612
-32
-1% -$6.77K 0.1% 87
2024
Q4 		$613K Sell
2,644
-267
-9% -$49.4K 0.14% 72
2024
Q3 		$502K Sell
2,911
-9
-0.3% -$1.44K 0.12% 79
2024
Q2 		$468K Buy
2,920
+220
+8% +$30.8K 0.12% 74
2024
Q1 		$357K Buy
2,700
+230
+9% +$28.5K 0.09% 90
2023
Q4 		$276K Buy
+2,470
New +$234K 0.07% 102

Other funds holding AVGO

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Pettinga Financial Advisors's AVGO Position: Q3 2026 in Review

Pettinga Financial Advisors increased its Broadcom (AVGO) stake by 2% in Q3 2026, buying an estimated $20K and bringing the position to 2,706 shares worth $950K. The position accounts for 0.16% of the portfolio, ranked #70.

Pettinga Financial Advisors first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1M in Q2 2026. 531 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Pettinga Financial Advisors held 2,706 shares of Broadcom worth $950K as of Q3 2026.
  • Pettinga Financial Advisors bought 53 Broadcom shares in Q3 2026, an estimated $20K.
  • Broadcom made up 0.16% of Pettinga Financial Advisors's portfolio in Q3 2026, its #70 holding.
  • Pettinga Financial Advisors first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Pettinga Financial Advisors's Broadcom position peaked at $1M in Q2 2026.
  • 531 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.