Riverbend Wealth Management
AVGO icon

Riverbend Wealth Management’s Broadcom AVGO Stock Holding History

Riverbend Wealth Management’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 		$3.69M Buy
10,507
+3
+0% +$1.13K 1.68% 11
2026
Q2 		$3.97M Buy
10,504
+247
+2% +$99K 1.99% 10
2026
Q1 		$3.17M Buy
10,257
+83
+0.8% +$27.3K 1.82% 10
2025
Q4 		$3.52M Sell
10,174
-1,094
-10% -$391K 2.19% 10
2025
Q3 		$3.72M Sell
11,268
-174
-2% -$53.4K 2.6% 8
2025
Q2 		$3.15M Buy
11,442
+337
+3% +$73.2K 2.39% 9
2025
Q1 		$1.86M Buy
11,105
+1,016
+10% +$215K 1.66% 16
2024
Q4 		$2.34M Buy
+10,089
New +$1.87M 2.09% 13

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Riverbend Wealth Management's AVGO Position: Q3 2026 in Review

Riverbend Wealth Management increased its Broadcom (AVGO) stake by 0.03% in Q3 2026, buying an estimated $1.13K and bringing the position to 10,507 shares worth $3.69M. The position accounts for 1.68% of the portfolio, ranked #11.

Riverbend Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q2 2026. 2,319 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Riverbend Wealth Management held 10,507 shares of Broadcom worth $3.69M as of Q3 2026.
  • Riverbend Wealth Management bought 3 Broadcom shares in Q3 2026, an estimated $1.13K.
  • Broadcom made up 1.68% of Riverbend Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Riverbend Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Riverbend Wealth Management's Broadcom position peaked at $3.97M in Q2 2026.
  • 2,319 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.