Stiles Financial Services
AVGO icon

Stiles Financial Services’s Broadcom AVGO Stock Holding History

Stiles 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
Q3 		$4.25M Buy
12,110
+2
+0% +$753 1.08% 20
2026
Q2 		$4.57M Sell
12,108
-553
-4% -$222K 1.15% 22
2026
Q1 		$3.92M Sell
12,661
-24
-0.2% -$7.9K 1.2% 19
2025
Q4 		$4.39M Buy
12,685
+402
+3% +$144K 1.35% 14
2025
Q3 		$4.05M Buy
12,283
+630
+5% +$193K 1.28% 16
2025
Q2 		$3.21M Buy
11,653
+325
+3% +$70.6K 1.11% 25
2025
Q1 		$1.9M Sell
11,328
-518
-4% -$110K 0.73% 52
2024
Q4 		$2.75M Sell
11,846
-275
-2% -$50.9K 0.99% 30
2024
Q3 		$2.09M Sell
12,121
-439
-3% -$70.4K 0.74% 44
2024
Q2 		$2.02M Sell
12,560
-450
-3% -$63.1K 0.78% 43
2024
Q1 		$1.73M Sell
13,010
-20
-0.2% -$2.48K 0.69% 48
2023
Q4 		$1.46M Buy
13,030
+6,110
+88% +$579K 0.66% 49
2023
Q3 		$574K Hold
6,920
– – 0.3% 94
2023
Q2 		$600K Buy
6,920
+20
+0.3% +$1.43K 0.3% 93
2023
Q1 		$443K Buy
6,900
+30
+0.4% +$1.8K 0.24% 107
2022
Q4 		$384K Buy
6,870
+1,920
+39% +$96.3K 0.22% 115
2022
Q3 		$220K Buy
4,950
+30
+0.6% +$1.53K 0.13% 150
2022
Q2 		$239K Buy
4,920
+210
+4% +$11.8K 0.14% 141
2022
Q1 		$297K Buy
4,710
+340
+8% +$20.2K 0.15% 131
2021
Q4 		$291K Buy
+4,370
New +$246K 0.14% 142

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Stiles Financial Services's AVGO Position: Q3 2026 in Review

Stiles Financial Services increased its Broadcom (AVGO) stake by 0.02% in Q3 2026, buying an estimated $753 and bringing the position to 12,110 shares worth $4.25M. The position accounts for 1.08% of the portfolio, ranked #20.

Stiles Financial Services first reported a position in AVGO in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.57M in Q2 2026. 2,091 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Stiles Financial Services held 12,110 shares of Broadcom worth $4.25M as of Q3 2026.
  • Stiles Financial Services bought 2 Broadcom shares in Q3 2026, an estimated $753.
  • Broadcom made up 1.08% of Stiles Financial Services's portfolio in Q3 2026, its #20 holding.
  • Stiles Financial Services first reported a position in Broadcom in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Broadcom position peaked at $4.57M in Q2 2026.
  • 2,091 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.