Plan Group Financial
AVGO icon

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
Q3 		$4.81M Buy
14,394
+1,609
+13% +$606K 0.94% 31
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Plan Group Financial's AVGO Position: Q3 2026 in Review

Plan Group Financial increased its Broadcom (AVGO) stake by 13% in Q3 2026, buying an estimated $606K and bringing the position to 14,394 shares worth $4.81M. The position accounts for 0.94% of the portfolio, ranked #31.

Plan Group Financial first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.83M in Q2 2026. 1,701 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Plan Group Financial held 14,394 shares of Broadcom worth $4.81M as of Q3 2026.
  • Plan Group Financial bought 1,609 Broadcom shares in Q3 2026, an estimated $606K.
  • Broadcom made up 0.94% of Plan Group Financial's portfolio in Q3 2026, its #31 holding.
  • Plan Group Financial first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • Plan Group Financial's Broadcom position peaked at $4.83M in Q2 2026.
  • 1,701 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.