USA FINANCIAL FORMULAS’s Broadcom AVGO Stock Holding History

USA FINANCIAL FORMULAS’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	$29.5K	Buy	+78	New	+$31.3K	0.01%	325

Other funds holding AVGO

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 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

USA FINANCIAL FORMULAS's AVGO Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Broadcom (AVGO) in Q2 2026: 78 shares worth $29.5K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

2,738 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

USA FINANCIAL FORMULAS held 78 shares of Broadcom worth $29.5K as of Q2 2026.
Broadcom was a new USA FINANCIAL FORMULAS position in Q2 2026.
Broadcom made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #325 holding.
2,738 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.