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Shum Financial Group’s Broadcom AVGO Stock Holding History

Shum Financial Group’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 		$1.19M Buy
3,149
+290
+10% +$116K 0.72% 37
2026
Q1 		$885K Buy
2,859
+135
+5% +$44.4K 0.63% 39
2025
Q4 		$943K Buy
2,724
+1,053
+63% +$377K 0.68% 43
2025
Q3 		$551K Buy
+1,671
New +$513K 0.41% 60
2025
Q1 		$286K Buy
1,709
+712
+71% +$151K 0.25% 82
2024
Q4 		$231K Buy
+997
New +$184K 0.2% 84

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shum Financial Group's AVGO Position: Q2 2026 in Review

Shum Financial Group increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $116K and bringing the position to 3,149 shares worth $1.19M. The position accounts for 0.72% of the portfolio, ranked #37.

Shum Financial Group first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shum Financial Group held 3,149 shares of Broadcom worth $1.19M as of Q2 2026.
  • Shum Financial Group bought 290 Broadcom shares in Q2 2026, an estimated $116K.
  • Broadcom made up 0.72% of Shum Financial Group's portfolio in Q2 2026, its #37 holding.
  • Shum Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.