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Phocas Financial Corp’s Broadcom AVGO Stock Holding History

Phocas Financial Corp’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 		$295K Sell
782
-118
-13% -$47.3K 0.04% 145
2026
Q1 		$279K Hold
900
– – 0.04% 143
2025
Q4 		$311K Hold
900
– – 0.04% 138
2025
Q3 		$297K Hold
900
– – 0.04% 137
2025
Q2 		$248K Buy
+900
New +$195K 0.04% 132

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

Phocas Financial Corp's AVGO Position: Q2 2026 in Review

Phocas Financial Corp reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $47.3K and leaving 782 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #145.

Phocas Financial Corp first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Phocas Financial Corp held 782 shares of Broadcom worth $295K as of Q2 2026.
  • Phocas Financial Corp sold 118 Broadcom shares in Q2 2026, an estimated $47.3K.
  • Broadcom made up 0.04% of Phocas Financial Corp's portfolio in Q2 2026, its #145 holding.
  • Phocas Financial Corp first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Phocas Financial Corp's Broadcom position peaked at $311K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.