Security Financial Services’s Broadcom AVGO Stock Holding History

Security 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	$2.05M	Buy	5,430 +319	+6%	+$128K	0.28%	62
2026 Q1	$1.58M	Sell	5,111 -23	-0.4%	-$7.57K	0.25%	71
2025 Q4	$1.78M	Buy	5,134 +18	+0.4%	+$6.44K	0.28%	63
2025 Q3	$1.69M	Sell	5,116 -48	-0.9%	-$14.7K	0.27%	61
2025 Q2	$1.42M	Buy	5,164 +602	+13%	+$131K	0.25%	63
2025 Q1	$764K	Sell	4,562 -10	-0.2%	-$2.12K	0.15%	83
2024 Q4	$1.06M	Buy	4,572 +167	+4%	+$30.9K	0.22%	70
2024 Q3	$760K	Buy	4,405 +155	+4%	+$24.8K	0.15%	79
2024 Q2	$682K	Buy	4,250 +200	+5%	+$28K	0.15%	86
2024 Q1	$537K	Buy	4,050 +50	+1%	+$6.2K	0.12%	97
2023 Q4	$447K	Buy	4,000 +200	+5%	+$18.9K	0.11%	100
2023 Q3	$316K	Buy	3,800 +140	+4%	+$12.1K	0.09%	123
2023 Q2	$317K	Buy	+3,660	New	+$261K	0.09%	115

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Security Financial Services increased its Broadcom (AVGO) stake by 6.2% in Q2 2026, buying an estimated $128K and bringing the position to 5,430 shares worth $2.05M. The position accounts for 0.28% of the portfolio, ranked #62.

Security Financial Services first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Security Financial Services held 5,430 shares of Broadcom worth $2.05M as of Q2 2026.
Security Financial Services bought 319 Broadcom shares in Q2 2026, an estimated $128K.
Broadcom made up 0.28% of Security Financial Services's portfolio in Q2 2026, its #62 holding.
Security Financial Services first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.