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Split Rock Private Trading & Wealth Management’s Broadcom AVGO Stock Holding History

Split Rock Private Trading & 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 		$424K Buy
1,121
+46
+4% +$18.4K 0.29% 29
2026
Q1 		$333K Sell
1,075
-482
-31% -$159K 0.26% 31
2025
Q4 		$539K Buy
+1,557
New +$557K 0.43% 22

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Split Rock Private Trading & Wealth Management's AVGO Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its Broadcom (AVGO) stake by 4.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,121 shares worth $424K. The position accounts for 0.29% of the portfolio, ranked #29.

Split Rock Private Trading & Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $539K in Q4 2025. 3,055 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 1,121 shares of Broadcom worth $424K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 46 Broadcom shares in Q2 2026, an estimated $18.4K.
  • Broadcom made up 0.29% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's Broadcom position peaked at $539K in Q4 2025.
  • 3,055 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.