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Poinciana Advisors Group’s Broadcom AVGO Stock Holding History

Poinciana Advisors Group’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 		$621K Hold
1,645
– – 0.46% 36
2026
Q1 		$509K Hold
1,645
– – 0.4% 40
2025
Q4 		$569K Sell
1,645
-82
-5% -$29.3K 0.45% 40
2025
Q3 		$570K Sell
1,727
-59
-3% -$18.1K 0.48% 35
2025
Q2 		$492K Buy
1,786
+32
+2% +$6.95K 0.44% 36
2025
Q1 		$294K Buy
1,754
+104
+6% +$22K 0.3% 56
2024
Q4 		$383K Buy
+1,650
New +$305K 0.39% 38

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Poinciana Advisors Group's AVGO Position: Q2 2026 in Review

Poinciana Advisors Group held its Broadcom (AVGO) position steady in Q2 2026 at 1,645 shares worth $621K. The position accounts for 0.46% of the portfolio, ranked #36.

Poinciana Advisors Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Poinciana Advisors Group held 1,645 shares of Broadcom worth $621K as of Q2 2026.
  • Poinciana Advisors Group left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.46% of Poinciana Advisors Group's portfolio in Q2 2026, its #36 holding.
  • Poinciana Advisors Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.