SFA
AVGO icon

Seneca Financial Advisors’s Broadcom AVGO Stock Holding History

Seneca Financial Advisors’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 		$345K Sell
914
-25
-3% -$10K 0.09% 46
2026
Q1 		$291K Sell
939
-91
-9% -$29.9K 0.09% 47
2025
Q4 		$356K Buy
1,030
+20
+2% +$7.15K 0.11% 46
2025
Q3 		$333K Hold
1,010
– – 0.11% 43
2025
Q2 		$278K Buy
+1,010
New +$219K 0.11% 44
2025
Q1 		– Sell
-1,010
Closed -$234K – 56
2024
Q4 		$234K Buy
+1,010
New +$187K 0.12% 44

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

Seneca Financial Advisors's AVGO Position: Q2 2026 in Review

Seneca Financial Advisors reduced its Broadcom (AVGO) stake by 2.7% in Q2 2026, selling an estimated $10K and leaving 914 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #46.

Seneca Financial Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $356K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Seneca Financial Advisors held 914 shares of Broadcom worth $345K as of Q2 2026.
  • Seneca Financial Advisors sold 25 Broadcom shares in Q2 2026, an estimated $10K.
  • Broadcom made up 0.09% of Seneca Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Seneca Financial Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Seneca Financial Advisors's Broadcom position peaked at $356K in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.