TFC Financial Management
AVGO icon

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
Q3 		$771K Buy
2,196
+65
+3% +$24.5K 0.09% 61
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TFC Financial Management's AVGO Position: Q3 2026 in Review

TFC Financial Management increased its Broadcom (AVGO) stake by 3.1% in Q3 2026, buying an estimated $24.5K and bringing the position to 2,196 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #61.

TFC Financial Management first reported a position in AVGO in Q3 2020 and has held it in 25 quarters since. The position peaked at $805K in Q2 2026. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • TFC Financial Management held 2,196 shares of Broadcom worth $771K as of Q3 2026.
  • TFC Financial Management bought 65 Broadcom shares in Q3 2026, an estimated $24.5K.
  • Broadcom made up 0.09% of TFC Financial Management's portfolio in Q3 2026, its #61 holding.
  • TFC Financial Management first reported a position in Broadcom in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Broadcom position peaked at $805K in Q2 2026.
  • 3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.