PGF
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Plan Group Financial’s Broadcom AVGO Stock Holding History

Plan Group Financial’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 		$4.83M Buy
12,785
+458
+4% +$184K 0.99% 28
2026
Q1 		$3.82M Buy
12,327
+251
+2% +$82.6K 0.9% 34
2025
Q4 		$4.18M Sell
12,076
-13
-0.1% -$4.65K 1.08% 31
2025
Q3 		$3.99M Buy
12,089
+124
+1% +$38K 1.07% 31
2025
Q2 		$3.3M Buy
11,965
+1,169
+11% +$254K 1.08% 29
2025
Q1 		$1.81M Buy
10,796
+3,655
+51% +$774K 0.65% 37
2024
Q4 		$1.66M Buy
7,141
+542
+8% +$100K 0.87% 22
2024
Q3 		$1.14M Buy
6,599
+509
+8% +$81.6K 0.6% 34
2024
Q2 		$979K Buy
6,090
+2,210
+57% +$310K 0.6% 36
2024
Q1 		$514K Buy
3,880
+1,100
+40% +$136K 0.34% 48
2023
Q4 		$310K Buy
2,780
+280
+11% +$26.5K 0.27% 51
2023
Q3 		$208K Sell
2,500
-90
-3% -$7.8K 0.15% 66
2023
Q2 		$229K Buy
+2,590
New +$185K 0.19% 61

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

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

Plan Group Financial increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $184K and bringing the position to 12,785 shares worth $4.83M. The position accounts for 0.99% of the portfolio, ranked #28.

Plan Group Financial first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Plan Group Financial held 12,785 shares of Broadcom worth $4.83M as of Q2 2026.
  • Plan Group Financial bought 458 Broadcom shares in Q2 2026, an estimated $184K.
  • Broadcom made up 0.99% of Plan Group Financial's portfolio in Q2 2026, its #28 holding.
  • Plan Group Financial first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.