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Resurgent Financial Advisors’s Broadcom AVGO Stock Holding History

Resurgent Financial Advisors’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
Q1 		$3.91M Buy
12,640
+7,608
+151% +$2.5M 1.41% 12
2025
Q4 		$1.74M Buy
5,032
+53
+1% +$19K 0.87% 23
2025
Q3 		$1.64M Sell
4,979
-365
-7% -$112K 0.81% 28
2025
Q2 		$1.47M Buy
5,344
+174
+3% +$37.8K 0.81% 30
2025
Q1 		$866K Buy
5,170
+185
+4% +$39.2K 0.52% 53
2024
Q4 		$1.16M Sell
4,985
-106
-2% -$19.6K 0.68% 35
2024
Q3 		$878K Sell
5,091
-299
-6% -$47.9K 0.51% 53
2024
Q2 		$865K Buy
5,390
+250
+5% +$35K 0.54% 49
2024
Q1 		$681K Buy
5,140
+640
+14% +$79.3K 0.36% 79
2023
Q4 		$502K Sell
4,500
-230
-5% -$21.8K 0.31% 84
2023
Q3 		$393K Buy
4,730
+160
+4% +$13.9K 0.27% 95
2023
Q2 		$396K Sell
4,570
-120
-3% -$8.56K 0.26% 89
2023
Q1 		$301K Sell
4,690
-4,640
-50% -$279K 0.2% 106
2022
Q4 		$522K Sell
9,330
-2,140
-19% -$107K 0.28% 86
2022
Q3 		$509K Buy
11,470
+1,630
+17% +$83.3K 0.34% 88
2022
Q2 		$478K Sell
9,840
-9,390
-49% -$527K 0.31% 95
2022
Q1 		$1.21M Buy
19,230
+15,890
+476% +$944K 0.75% 30
2021
Q4 		$222K Buy
+3,340
New +$188K 0.18% 113

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resurgent Financial Advisors's AVGO Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Broadcom (AVGO) stake by 151% in Q1 2026, buying an estimated $2.5M and bringing the position to 12,640 shares worth $3.91M. The position accounts for 1.41% of the portfolio, ranked #12.

Resurgent Financial Advisors first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Resurgent Financial Advisors held 12,640 shares of Broadcom worth $3.91M as of Q1 2026.
  • Resurgent Financial Advisors bought 7,608 Broadcom shares in Q1 2026, an estimated $2.5M.
  • Broadcom made up 1.41% of Resurgent Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Resurgent Financial Advisors first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.