Trust Company of the South’s Broadcom AVGO Stock Holding History

Trust Company of the South’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	$2.65M	Buy	7,005 +527	+8%	+$211K	0.37%	30
2026 Q1	$2.01M	Sell	6,478 -30	-0.5%	-$9.87K	0.32%	36
2025 Q4	$2.25M	Buy	6,508 +2,433	+60%	+$870K	0.36%	31
2025 Q3	$1.34M	Sell	4,075 -7	-0.2%	-$2.15K	0.22%	43
2025 Q2	$1.13M	Buy	4,082 +66	+2%	+$14.3K	0.2%	49
2025 Q1	$672K	Buy	4,016 +136	+4%	+$28.8K	0.14%	65
2024 Q4	$900K	Hold	3,880	–	–	0.18%	55
2024 Q3	$669K	Hold	3,880	–	–	0.14%	63
2024 Q2	$623K	Hold	3,880	–	–	0.15%	65
2024 Q1	$514K	Hold	3,880	–	–	0.12%	71
2023 Q4	$433K	Buy	+3,880	New	+$367K	0.11%	68

Other funds holding AVGO

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Company of the South's AVGO Position: Q2 2026 in Review

Trust Company of the South increased its Broadcom (AVGO) stake by 8.1% in Q2 2026, buying an estimated $211K and bringing the position to 7,005 shares worth $2.65M. The position accounts for 0.37% of the portfolio, ranked #30.

Trust Company of the South first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,916 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Trust Company of the South held 7,005 shares of Broadcom worth $2.65M as of Q2 2026.
Trust Company of the South bought 527 Broadcom shares in Q2 2026, an estimated $211K.
Broadcom made up 0.37% of Trust Company of the South's portfolio in Q2 2026, its #30 holding.
Trust Company of the South first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
2,916 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.