Trust Point Inc
AVGO icon

Trust Point Inc’s Broadcom AVGO Stock Holding History

Trust Point Inc’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 		$11.7M Buy
33,352
+1,665
+5% +$627K 0.88% 18
2026
Q2 		$12M Buy
31,687
+906
+3% +$363K 1.02% 16
2026
Q1 		$9.5M Sell
30,781
-912
-3% -$300K 0.83% 19
2025
Q4 		$11M Sell
31,693
-554
-2% -$198K 0.87% 17
2025
Q3 		$10.6M Buy
32,247
+1,337
+4% +$410K 0.86% 16
2025
Q2 		$8.52M Sell
30,910
-1,261
-4% -$274K 0.8% 16
2025
Q1 		$5.39M Sell
32,171
-10,972
-25% -$2.32M 0.49% 27
2024
Q4 		$10M Buy
43,143
+957
+2% +$177K 0.69% 20
2024
Q3 		$7.28M Buy
42,186
+536
+1% +$85.9K 0.55% 22
2024
Q2 		$6.69M Sell
41,650
-1,250
-3% -$175K 0.54% 22
2024
Q1 		$5.69M Buy
42,900
+5,340
+14% +$662K 0.45% 25
2023
Q4 		$4.19M Buy
+37,560
New +$3.56M 0.35% 30

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Trust Point Inc's AVGO Position: Q3 2026 in Review

Trust Point Inc increased its Broadcom (AVGO) stake by 5.3% in Q3 2026, buying an estimated $627K and bringing the position to 33,352 shares worth $11.7M. The position accounts for 0.88% of the portfolio, ranked #18.

Trust Point Inc first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $12M in Q2 2026. 2,814 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Trust Point Inc held 33,352 shares of Broadcom worth $11.7M as of Q3 2026.
  • Trust Point Inc bought 1,665 Broadcom shares in Q3 2026, an estimated $627K.
  • Broadcom made up 0.88% of Trust Point Inc's portfolio in Q3 2026, its #18 holding.
  • Trust Point Inc first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Trust Point Inc's Broadcom position peaked at $12M in Q2 2026.
  • 2,814 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.