Sun Financial’s Broadcom AVGO Stock Holding History

Sun Financial’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 Q1	$1.55M	Buy	3,526 +68	+2%	+$22.4K	0.78%	38
2025 Q4	$1.2M	Buy	+3,458	New	+$1.24M	0.67%	51

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sun Financial's AVGO Position: Q1 2026 in Review

Sun Financial increased its Broadcom (AVGO) stake by 2% in Q1 2026, buying an estimated $22.4K and bringing the position to 3,526 shares worth $1.55M. The position accounts for 0.78% of the portfolio, ranked #38.

Sun Financial first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,675 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Sun Financial held 3,526 shares of Broadcom worth $1.55M as of Q1 2026.
Sun Financial bought 68 Broadcom shares in Q1 2026, an estimated $22.4K.
Broadcom made up 0.78% of Sun Financial's portfolio in Q1 2026, its #38 holding.
Sun Financial first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
4,675 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.