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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
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 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richardson Financial Services's AVGO Position: Q2 2026 in Review

Richardson Financial Services increased its Broadcom (AVGO) stake by 7% in Q2 2026, buying an estimated $107K and bringing the position to 4,100 shares worth $1.55M. The position accounts for 0.88% of the portfolio, ranked #22.

Richardson Financial Services first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Richardson Financial Services held 4,100 shares of Broadcom worth $1.55M as of Q2 2026.
  • Richardson Financial Services bought 267 Broadcom shares in Q2 2026, an estimated $107K.
  • Broadcom made up 0.88% of Richardson Financial Services's portfolio in Q2 2026, its #22 holding.
  • Richardson Financial Services first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.