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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
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 Sell
2,507
-21,973
-90% -$3.52M 0.26% 96
2024
Q2 		$405K Buy
24,480
+23,030
+1,588% +$3.23M 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

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

Richardson Financial Services's AVGO Position: Q1 2026 in Review

Richardson Financial Services increased its Broadcom (AVGO) stake by 21% in Q1 2026, buying an estimated $221K and bringing the position to 3,833 shares worth $1.19M. The position accounts for 0.74% of the portfolio, ranked #25.

Richardson Financial Services first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Richardson Financial Services held 3,833 shares of Broadcom worth $1.19M as of Q1 2026.
  • Richardson Financial Services bought 673 Broadcom shares in Q1 2026, an estimated $221K.
  • Broadcom made up 0.74% of Richardson Financial Services's portfolio in Q1 2026, its #25 holding.
  • Richardson Financial Services first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.