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SYM Financial Corp’s Broadcom AVGO Stock Holding History

SYM Financial Corp’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 		$4.55M Sell
12,051
-2,367
-16% -$949K 0.37% 21
2026
Q1 		$4.46M Buy
14,418
+467
+3% +$154K 0.45% 22
2025
Q4 		$4.83M Buy
13,951
+47
+0.3% +$16.8K 0.5% 21
2025
Q3 		$4.59M Sell
13,904
-2,752
-17% -$844K 0.49% 20
2025
Q2 		$4.59M Buy
16,656
+164
+1% +$35.6K 0.51% 20
2025
Q1 		$2.76M Buy
16,492
+7,260
+79% +$1.54M 0.34% 24
2024
Q4 		$2.14M Buy
9,232
+224
+2% +$41.4K 0.28% 25
2024
Q3 		$1.55M Buy
9,008
+2,008
+29% +$322K 0.21% 37
2024
Q2 		$1.12M Buy
7,000
+3,100
+79% +$434K 0.18% 33
2024
Q1 		$517K Buy
3,900
+220
+6% +$27.3K 0.09% 46
2023
Q4 		$411K Buy
3,680
+530
+17% +$50.2K 0.07% 53
2023
Q3 		$262K Buy
+3,150
New +$273K 0.05% 76

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

SYM Financial Corp's AVGO Position: Q2 2026 in Review

SYM Financial Corp reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $949K and leaving 12,051 shares worth $4.55M. The position accounts for 0.37% of the portfolio, ranked #21.

SYM Financial Corp first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.83M in Q4 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SYM Financial Corp held 12,051 shares of Broadcom worth $4.55M as of Q2 2026.
  • SYM Financial Corp sold 2,367 Broadcom shares in Q2 2026, an estimated $949K.
  • Broadcom made up 0.37% of SYM Financial Corp's portfolio in Q2 2026, its #21 holding.
  • SYM Financial Corp first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • SYM Financial Corp's Broadcom position peaked at $4.83M in Q4 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.