Prota Financial’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$273K Hold
794
– – 0.17% 59
2026
Q2
$293K Sell
794
-63
-7% -$25.3K 0.19% 57
2026
Q1
$265K Hold
857
– – 0.19% 56
2025
Q4
$297K Buy
+857
New +$306K 0.21% 56

Other funds holding AVGO

Prota Financial's AVGO Position: Q3 2026 in Review

Prota Financial held its Broadcom (AVGO) position steady in Q3 2026 at 794 shares worth $273K. The position accounts for 0.17% of the portfolio, ranked #59.

Prota Financial first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $297K in Q4 2025. 1,831 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Prota Financial held 794 shares of Broadcom worth $273K as of Q3 2026.
  • Prota Financial left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.17% of Prota Financial's portfolio in Q3 2026, its #59 holding.
  • Prota Financial first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Broadcom position peaked at $297K in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.