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Vest Financial’s Broadcom AVGO Stock Holding History

Vest Financial’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 		$68.1M Buy
180,361
+19,072
+12% +$7.65M 0.72% 34
2026
Q1 		$49.9M Buy
161,289
+37,248
+30% +$12.3M 0.6% 70
2025
Q4 		$42.9M Buy
124,041
+7,733
+7% +$2.77M 0.54% 99
2025
Q3 		$38.4M Buy
116,308
+24,618
+27% +$7.55M 0.5% 103
2025
Q2 		$25.3M Buy
91,690
+17,880
+24% +$3.88M 0.36% 110
2025
Q1 		$12.4M Buy
73,810
+23,751
+47% +$5.03M 0.19% 120
2024
Q4 		$11.6M Buy
50,059
+13,996
+39% +$2.59M 0.21% 114
2024
Q3 		$6.22M Buy
36,063
+14,003
+63% +$2.24M 0.12% 114
2024
Q2 		$3.54M Buy
22,060
+2,900
+15% +$406K 0.09% 114
2024
Q1 		$2.54M Buy
19,160
+12,270
+178% +$1.52M 0.07% 116
2023
Q4 		$769K Buy
+6,890
New +$652K 0.03% 116

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial's AVGO Position: Q2 2026 in Review

Vest Financial increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $7.65M and bringing the position to 180,361 shares worth $68.1M. The position accounts for 0.72% of the portfolio, ranked #34.

Vest Financial first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Vest Financial held 180,361 shares of Broadcom worth $68.1M as of Q2 2026.
  • Vest Financial bought 19,072 Broadcom shares in Q2 2026, an estimated $7.65M.
  • Broadcom made up 0.72% of Vest Financial's portfolio in Q2 2026, its #34 holding.
  • Vest Financial first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.