UB
AVGO icon

Umpqua Bank’s Broadcom AVGO Stock Holding History

Umpqua Bank’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 		$2.68M Buy
7,104
+1,132
+19% +$454K 0.6% 43
2026
Q1 		$1.85M Buy
5,972
+190
+3% +$62.5K 0.53% 50
2025
Q4 		$2M Buy
5,782
+280
+5% +$100K 0.56% 48
2025
Q3 		$1.93M Buy
5,502
+885
+19% +$272K 0.54% 52
2025
Q2 		$1.25M Buy
4,617
+2,773
+150% +$602K 0.38% 70
2025
Q1 		$309K Buy
1,844
+200
+12% +$42.3K 0.11% 127
2024
Q4 		$369K Buy
+1,644
New +$304K 0.13% 117

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Umpqua Bank's AVGO Position: Q2 2026 in Review

Umpqua Bank increased its Broadcom (AVGO) stake by 19% in Q2 2026, buying an estimated $454K and bringing the position to 7,104 shares worth $2.68M. The position accounts for 0.6% of the portfolio, ranked #43.

Umpqua Bank first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,757 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Umpqua Bank held 7,104 shares of Broadcom worth $2.68M as of Q2 2026.
  • Umpqua Bank bought 1,132 Broadcom shares in Q2 2026, an estimated $454K.
  • Broadcom made up 0.6% of Umpqua Bank's portfolio in Q2 2026, its #43 holding.
  • Umpqua Bank first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,757 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.