Trinity Financial Advisors
AVGO icon

Trinity Financial Advisors’s Broadcom AVGO Stock Holding History

Trinity Financial 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 		$3.76M Sell
10,711
-58
-0.5% -$21.8K 0.97% 24
2026
Q2 		$4.07M Sell
10,769
-148
-1% -$59.3K 1.05% 24
2026
Q1 		$3.38M Sell
10,917
-235
-2% -$77.3K 0.96% 24
2025
Q4 		$3.86M Sell
11,152
-279
-2% -$100K 1.08% 23
2025
Q3 		$3.77M Buy
11,431
+160
+1% +$49.1K 1.09% 23
2025
Q2 		$3.11M Buy
+11,271
New +$2.45M 0.95% 25

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

Trinity Financial Advisors's AVGO Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Broadcom (AVGO) stake by 0.54% in Q3 2026, selling an estimated $21.8K and leaving 10,711 shares worth $3.76M. The position accounts for 0.97% of the portfolio, ranked #24.

Trinity Financial Advisors first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.07M in Q2 2026. 2,178 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Trinity Financial Advisors held 10,711 shares of Broadcom worth $3.76M as of Q3 2026.
  • Trinity Financial Advisors sold 58 Broadcom shares in Q3 2026, an estimated $21.8K.
  • Broadcom made up 0.97% of Trinity Financial Advisors's portfolio in Q3 2026, its #24 holding.
  • Trinity Financial Advisors first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Trinity Financial Advisors's Broadcom position peaked at $4.07M in Q2 2026.
  • 2,178 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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