SFG
AVGO icon

Sunburst Financial Group’s Broadcom AVGO Stock Holding History

Sunburst 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
Q3 		$2.1M Buy
5,976
+239
+4% +$90K 0.33% 37
2026
Q2 		$2.17M Buy
5,737
+540
+10% +$217K 0.35% 37
2026
Q1 		$1.61M Buy
5,197
+2,299
+79% +$756K 0.3% 41
2025
Q4 		$1M Buy
2,898
+1,077
+59% +$385K 0.2% 48
2025
Q3 		$601K Sell
1,821
-80
-4% -$24.5K 0.13% 65
2025
Q2 		$524K Buy
1,901
+201
+12% +$43.6K 0.12% 66
2025
Q1 		$285K Sell
1,700
-1,327
-44% -$281K 0.07% 92
2024
Q4 		$702K Sell
3,027
-67
-2% -$12.4K 0.17% 58
2024
Q3 		$534K Buy
3,094
+374
+14% +$60K 0.14% 73
2024
Q2 		$437K Buy
2,720
+260
+11% +$36.4K 0.12% 76
2024
Q1 		$332K Buy
2,460
+60
+3% +$7.43K 0.09% 85
2023
Q4 		$268K Buy
+2,400
New +$227K 0.08% 84

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Sunburst Financial Group's AVGO Position: Q3 2026 in Review

Sunburst Financial Group increased its Broadcom (AVGO) stake by 4.2% in Q3 2026, buying an estimated $90K and bringing the position to 5,976 shares worth $2.1M. The position accounts for 0.33% of the portfolio, ranked #37.

Sunburst Financial Group first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.17M in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sunburst Financial Group held 5,976 shares of Broadcom worth $2.1M as of Q3 2026.
  • Sunburst Financial Group bought 239 Broadcom shares in Q3 2026, an estimated $90K.
  • Broadcom made up 0.33% of Sunburst Financial Group's portfolio in Q3 2026, its #37 holding.
  • Sunburst Financial Group first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Sunburst Financial Group's Broadcom position peaked at $2.17M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.