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Planning Center Inc’s Broadcom AVGO Stock Holding History

Planning Center Inc’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 		$261K Buy
691
+1
+0.1% +$401 0.02% 71
2026
Q1 		$214K Buy
690
+3
+0.4% +$987 0.02% 72
2025
Q4 		$238K Hold
687
– – 0.02% 69
2025
Q3 		$227K Buy
+687
New +$211K 0.02% 71

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Center Inc's AVGO Position: Q2 2026 in Review

Planning Center Inc increased its Broadcom (AVGO) stake by 0.14% in Q2 2026, buying an estimated $401 and bringing the position to 691 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #71.

Planning Center Inc first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Planning Center Inc held 691 shares of Broadcom worth $261K as of Q2 2026.
  • Planning Center Inc bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #71 holding.
  • Planning Center Inc first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.