Prospect Financial Group
AVGO icon

Prospect Financial Group’s Broadcom AVGO Stock Holding History

Prospect Financial 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
Q3 		$433K Sell
1,233
-39
-3% -$14.7K 0.36% 42
2026
Q2 		$480K Buy
1,272
+21
+2% +$8.42K 0.39% 44
2026
Q1 		$387K Buy
1,251
+23
+2% +$7.57K 0.36% 41
2025
Q4 		$425K Sell
1,228
-123
-9% -$44K 0.4% 39
2025
Q3 		$446K Sell
1,351
-2
-0.1% -$614 0.44% 37
2025
Q2 		$373K Sell
1,353
-225
-14% -$48.9K 0.39% 39
2025
Q1 		$264K Sell
1,578
-78
-5% -$16.5K 0.34% 48
2024
Q4 		$384K Buy
+1,656
New +$306K 0.47% 36

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Prospect Financial Group reduced its Broadcom (AVGO) stake by 3.1% in Q3 2026, selling an estimated $14.7K and leaving 1,233 shares worth $433K. The position accounts for 0.36% of the portfolio, ranked #42.

Prospect Financial Group first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $480K in Q2 2026. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Prospect Financial Group held 1,233 shares of Broadcom worth $433K as of Q3 2026.
  • Prospect Financial Group sold 39 Broadcom shares in Q3 2026, an estimated $14.7K.
  • Broadcom made up 0.36% of Prospect Financial Group's portfolio in Q3 2026, its #42 holding.
  • Prospect Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Prospect Financial Group's Broadcom position peaked at $480K in Q2 2026.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.