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Sovereign Financial Group’s Broadcom AVGO Stock Holding History

Sovereign 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 		$2.33M Sell
6,158
-37
-0.6% -$14.8K 0.36% 46
2026
Q1 		$1.92M Sell
6,195
-318
-5% -$105K 0.33% 51
2025
Q4 		$2.25M Sell
6,513
-106
-2% -$37.9K 0.39% 43
2025
Q3 		$2.18M Buy
6,619
+303
+5% +$93K 0.41% 40
2025
Q2 		$1.74M Sell
6,316
-314
-5% -$68.2K 0.36% 54
2025
Q1 		$1.11M Buy
6,630
+706
+12% +$149K 0.26% 75
2024
Q4 		$1.37M Buy
5,924
+778
+15% +$144K 0.32% 61
2024
Q3 		$888K Buy
5,146
+66
+1% +$10.6K 0.21% 95
2024
Q2 		$816K Buy
5,080
+170
+3% +$23.8K 0.2% 94
2024
Q1 		$651K Buy
4,910
+1,050
+27% +$130K 0.17% 118
2023
Q4 		$431K Sell
3,860
-1,160
-23% -$110K 0.13% 155
2023
Q3 		$417K Buy
5,020
+10
+0.2% +$867 0.15% 141
2023
Q2 		$435K Buy
5,010
+620
+14% +$44.2K 0.14% 151
2023
Q1 		$282K Buy
4,390
+20
+0.5% +$1.2K 0.1% 181
2022
Q4 		$244K Buy
+4,370
New +$219K 0.1% 189

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

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

Sovereign Financial Group reduced its Broadcom (AVGO) stake by 0.6% in Q2 2026, selling an estimated $14.8K and leaving 6,158 shares worth $2.33M. The position accounts for 0.36% of the portfolio, ranked #46.

Sovereign Financial Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sovereign Financial Group held 6,158 shares of Broadcom worth $2.33M as of Q2 2026.
  • Sovereign Financial Group sold 37 Broadcom shares in Q2 2026, an estimated $14.8K.
  • Broadcom made up 0.36% of Sovereign Financial Group's portfolio in Q2 2026, its #46 holding.
  • Sovereign Financial Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.