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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
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% -$99.8K 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 $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Trinity Financial Advisors's AVGO Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $59.3K and leaving 10,769 shares worth $4.07M. The position accounts for 1.05% of the portfolio, ranked #24.

Trinity Financial Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Trinity Financial Advisors held 10,769 shares of Broadcom worth $4.07M as of Q2 2026.
  • Trinity Financial Advisors sold 148 Broadcom shares in Q2 2026, an estimated $59.3K.
  • Broadcom made up 1.05% of Trinity Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Trinity Financial Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.