Polaris Financial Partners’s Broadcom AVGO Stock Holding History

Polaris Financial Partners’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	$1.08M	Buy	+3,065	New	+$1.15M	0.48%	32

Other funds holding AVGO

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Polaris Financial Partners's AVGO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Broadcom (AVGO) in Q3 2026: 3,065 shares worth $1.08M. The stake represents 0.48% of the portfolio and ranks #32 among its holdings.

24 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Polaris Financial Partners held 3,065 shares of Broadcom worth $1.08M as of Q3 2026.
Broadcom was a new Polaris Financial Partners position in Q3 2026.
Broadcom made up 0.48% of Polaris Financial Partners's portfolio in Q3 2026, its #32 holding.
24 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.