Richardson Financial Services
AVGO icon

Richardson Financial Services’s Broadcom AVGO Stock Holding History

Richardson Financial Services’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 		$1.51M Buy
4,288
+188
+5% +$70.8K 0.85% 25
2026
Q2 		$1.55M Buy
4,100
+267
+7% +$107K 0.88% 22
2026
Q1 		$1.19M Buy
3,833
+673
+21% +$221K 0.74% 25
2025
Q4 		$1.09M Buy
3,160
+184
+6% +$65.8K 0.35% 29
2025
Q3 		$982K Buy
2,976
+232
+8% +$71.2K 0.61% 40
2025
Q2 		$727K Buy
2,744
+78
+3% +$16.9K 0.49% 54
2025
Q1 		$446K Sell
2,666
-16
-0.6% -$3.39K 0.34% 89
2024
Q4 		$632K Buy
2,682
+175
+7% +$32.4K 0.44% 59
2024
Q3 		$415K Buy
2,507
+59
+2% +$9.46K 0.26% 96
2024
Q2 		$405K Buy
2,448
+998
+69% +$140K 0.29% 93
2024
Q1 		$192K Buy
1,450
+850
+142% +$105K 0.14% 147
2023
Q4 		$67K Buy
+600
New +$56.8K 0.06% 199

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Richardson Financial Services's AVGO Position: Q3 2026 in Review

Richardson Financial Services increased its Broadcom (AVGO) stake by 4.6% in Q3 2026, buying an estimated $70.8K and bringing the position to 4,288 shares worth $1.51M. The position accounts for 0.85% of the portfolio, ranked #25.

Richardson Financial Services first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q2 2026. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Richardson Financial Services held 4,288 shares of Broadcom worth $1.51M as of Q3 2026.
  • Richardson Financial Services bought 188 Broadcom shares in Q3 2026, an estimated $70.8K.
  • Broadcom made up 0.85% of Richardson Financial Services's portfolio in Q3 2026, its #25 holding.
  • Richardson Financial Services first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Broadcom position peaked at $1.55M in Q2 2026.
  • 3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.