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TFC Financial Management’s Broadcom AVGO Stock Holding History

TFC Financial 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 		$805K Buy
2,131
+60
+3% +$24.1K 0.09% 67
2026
Q1 		$641K Sell
2,071
-44
-2% -$14.5K 0.08% 67
2025
Q4 		$732K Sell
2,115
-160
-7% -$57.2K 0.09% 66
2025
Q3 		$751K Buy
2,275
+160
+8% +$49.1K 0.1% 64
2025
Q2 		$583K Sell
2,115
-139
-6% -$30.2K 0.08% 71
2025
Q1 		$377K Buy
2,254
+61
+3% +$12.9K 0.06% 80
2024
Q4 		$508K Sell
2,193
-60
-3% -$11.1K 0.08% 68
2024
Q3 		$389K Buy
2,253
+923
+69% +$148K 0.06% 81
2024
Q2 		$214K Buy
1,330
+170
+15% +$23.8K 0.04% 118
2024
Q1 		$154K Sell
1,160
-10
-0.9% -$1.24K 0.03% 143
2023
Q4 		$131K Hold
1,170
– – 0.03% 153
2023
Q3 		$97.2K Buy
1,170
+200
+21% +$17.3K 0.02% 168
2023
Q2 		$84.1K Buy
970
+360
+59% +$25.7K 0.02% 182
2023
Q1 		$39.1K Buy
610
+50
+9% +$3.01K 0.01% 259
2022
Q4 		$31.3K Hold
560
– – 0.01% 230
2022
Q3 		$25K Hold
560
– – 0.01% 238
2022
Q2 		$27K Hold
560
– – 0.01% 236
2022
Q1 		$35K Hold
560
– – 0.01% 223
2021
Q4 		$37K Hold
560
– – 0.01% 228
2021
Q3 		$27K Hold
560
– – 0.01% 243
2021
Q2 		$27K Sell
560
-170
-23% -$7.88K 0.01% 240
2021
Q1 		$34K Hold
730
– – 0.01% 214
2020
Q4 		$32K Hold
730
– – 0.01% 218
2020
Q3 		$27K Buy
+730
New +$24.5K 0.01% 217

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TFC Financial Management's AVGO Position: Q2 2026 in Review

TFC Financial Management increased its Broadcom (AVGO) stake by 2.9% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,131 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #67.

TFC Financial Management first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 2,466 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • TFC Financial Management held 2,131 shares of Broadcom worth $805K as of Q2 2026.
  • TFC Financial Management bought 60 Broadcom shares in Q2 2026, an estimated $24.1K.
  • Broadcom made up 0.09% of TFC Financial Management's portfolio in Q2 2026, its #67 holding.
  • TFC Financial Management first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.