Trifecta Capital Advisors
AVGO icon

Trifecta Capital Advisors’s Broadcom AVGO Stock Holding History

Trifecta Capital Advisors’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 		$16.9M Buy
48,218
+856
+2% +$322K 2.1% 17
2026
Q2 		$17.9M Buy
47,362
+547
+1% +$219K 2.3% 17
2026
Q1 		$14.5M Buy
46,815
+402
+0.9% +$132K 2.24% 14
2025
Q4 		$16.1M Buy
46,413
+1,118
+2% +$400K 2.38% 12
2025
Q3 		$14.9M Buy
45,295
+1,395
+3% +$428K 2.27% 14
2025
Q2 		$12.1M Buy
43,900
+4,277
+11% +$929K 2.01% 15
2025
Q1 		$6.63M Buy
39,623
+2,795
+8% +$592K 1.39% 24
2024
Q4 		$8.54M Buy
36,828
+1,232
+3% +$228K 1.69% 16
2024
Q3 		$6.14M Buy
35,596
+1,186
+3% +$190K 1.29% 24
2024
Q2 		$5.53M Buy
34,410
+3,070
+10% +$430K 1.22% 24
2024
Q1 		$4.15M Buy
31,340
+4,310
+16% +$534K 1.01% 30
2023
Q4 		$3.02M Buy
27,030
+23,680
+707% +$2.24M 0.83% 35
2023
Q3 		$278K Buy
3,350
+530
+19% +$45.9K 0.09% 74
2023
Q2 		$245K Sell
2,820
-400
-12% -$28.5K 0.08% 79
2023
Q1 		$207K Hold
3,220
– – 0.07% 83
2022
Q4 		$180K Buy
+3,220
New +$161K 0.07% 88

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Trifecta Capital Advisors's AVGO Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Broadcom (AVGO) stake by 1.8% in Q3 2026, buying an estimated $322K and bringing the position to 48,218 shares worth $16.9M. The position accounts for 2.1% of the portfolio, ranked #17.

Trifecta Capital Advisors first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.9M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Trifecta Capital Advisors held 48,218 shares of Broadcom worth $16.9M as of Q3 2026.
  • Trifecta Capital Advisors bought 856 Broadcom shares in Q3 2026, an estimated $322K.
  • Broadcom made up 2.1% of Trifecta Capital Advisors's portfolio in Q3 2026, its #17 holding.
  • Trifecta Capital Advisors first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Broadcom position peaked at $17.9M in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.