RWM
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
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 $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Riverbend Wealth Management's AVGO Position: Q2 2026 in Review

Riverbend Wealth Management increased its Broadcom (AVGO) stake by 2.4% in Q2 2026, buying an estimated $99K and bringing the position to 10,504 shares worth $3.97M. The position accounts for 1.99% of the portfolio, ranked #10.

Riverbend Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 2,350 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Riverbend Wealth Management held 10,504 shares of Broadcom worth $3.97M as of Q2 2026.
  • Riverbend Wealth Management bought 247 Broadcom shares in Q2 2026, an estimated $99K.
  • Broadcom made up 1.99% of Riverbend Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Riverbend Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.