USA Financial Formulas
AVGO icon

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
Q3 		$3.51K Sell
10
-68
-87% -$25.6K ﹤0.01% 340
2026
Q2 		$29.5K Buy
78
+77
+7,700% +$30.9K 0.01% 325
2026
Q1 		$310 Sell
1
-4,071
-100% -$1.34M ﹤0.01% 428
2025
Q4 		$1.41M Buy
+4,072
New +$1.46M 0.26% 27
2024
Q4 		– Sell
-16,927
Closed -$2.92M – 294
2024
Q3 		$2.92M Buy
+16,927
New +$2.71M 0.45% 12
2024
Q1 		– Sell
-22,250
Closed -$2.48M – 310
2023
Q4 		$2.48M Buy
22,250
+17,190
+340% +$1.63M 0.43% 22
2023
Q3 		$420K Sell
5,060
-5,480
-52% -$475K 0.63% 40
2023
Q2 		$914K Buy
10,540
+10,490
+20,980% +$748K 1.4% 19
2023
Q1 		$3.21K Buy
+50
New +$3.01K 0.01% 190
2022
Q3 		$2K Hold
50
– – ﹤0.01% 157
2022
Q2 		$2K Sell
50
-60,540
-100% -$3.4M ﹤0.01% 187
2022
Q1 		$3.82M Buy
60,590
+60,580
+605,800% +$3.6M 4.08% 5
2021
Q4 		$1K Hold
10
– – ﹤0.01% 296
2021
Q3 		$0 Hold
10
– – ﹤0.01% 405
2021
Q2 		$0 Sell
10
-39,860
-100% -$1.85M ﹤0.01% 377
2021
Q1 		$1.85M Sell
39,870
-200
-0.5% -$9.25K 1.5% 9
2020
Q4 		$1.75M Buy
+40,070
New +$1.56M 1.39% 20
2017
Q4 		– Sell
-274,190
Closed -$6.65M – 258
2017
Q3 		$6.65M Sell
274,190
-9,910
-3% -$245K 1.58% 10
2017
Q2 		$6.62M Buy
+284,100
New +$6.59M 1.6% 11
2015
Q3 		– Sell
-470,630
Closed -$6.26M – 103
2015
Q2 		$6.26M Buy
470,630
+57,610
+14% +$755K 1.92% 8
2015
Q1 		$5.24M Buy
+413,020
New +$4.74M 1.71% 9

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

USA Financial Formulas's AVGO Position: Q3 2026 in Review

USA Financial Formulas reduced its Broadcom (AVGO) stake by 87% in Q3 2026, selling an estimated $25.6K and leaving 10 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

USA Financial Formulas first reported a position in AVGO in Q1 2015 and has held it in 21 quarters since. The position peaked at $6.65M in Q3 2017. 2,799 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • USA Financial Formulas held 10 shares of Broadcom worth $3.51K as of Q3 2026.
  • USA Financial Formulas sold 68 Broadcom shares in Q3 2026, an estimated $25.6K.
  • Broadcom made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #340 holding.
  • USA Financial Formulas first reported a position in Broadcom in Q1 2015 and has held it in 21 quarters since.
  • USA Financial Formulas's Broadcom position peaked at $6.65M in Q3 2017.
  • 2,799 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.