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Western Financial Corp’s Broadcom AVGO Stock Holding History

Western Financial Corp’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 		$2.3M Sell
6,089
-48
-0.8% -$19.2K 0.67% 32
2026
Q1 		$1.9M Sell
6,137
-344
-5% -$113K 0.74% 30
2025
Q4 		$2.24M Buy
6,481
+3,079
+91% +$1.1M 0.89% 24
2025
Q3 		$1.12M Sell
3,402
-726
-18% -$223K 0.49% 54
2025
Q2 		$1.14M Sell
4,128
-6,494
-61% -$1.41M 0.61% 47
2025
Q1 		$1.78M Buy
10,622
+372
+4% +$78.7K 1.03% 23
2024
Q4 		$2.38M Sell
10,250
-987
-9% -$183K 1.31% 14
2024
Q3 		$1.94M Buy
11,237
+1,717
+18% +$275K 1.1% 19
2024
Q2 		$1.53M Sell
9,520
-700
-7% -$98.1K 0.92% 25
2024
Q1 		$1.35M Sell
10,220
-440
-4% -$54.5K 0.83% 24
2023
Q4 		$1.19M Sell
10,660
-620
-5% -$58.7K 0.8% 25
2023
Q3 		$937K Buy
11,280
+8,030
+247% +$696K 0.69% 26
2023
Q2 		$282K Buy
+3,250
New +$232K 0.19% 103
2022
Q4 		– Sell
-28,720
Closed -$1.27M – 100
2022
Q3 		$1.27M Buy
28,720
+2,490
+9% +$127K 0.89% 16
2022
Q2 		$1.27M Sell
26,230
-1,560
-6% -$87.6K 0.91% 19
2022
Q1 		$1.75M Sell
27,790
-320
-1% -$19K 1.02% 11
2021
Q4 		$1.87M Buy
28,110
+950
+3% +$53.4K 0.98% 8
2021
Q3 		$1.32M Buy
27,160
+1,370
+5% +$66.6K 0.78% 18
2021
Q2 		$1.23M Buy
25,790
+2,510
+11% +$116K 0.66% 23
2021
Q1 		$1.08M Buy
23,280
+90
+0.4% +$4.16K 0.66% 18
2020
Q4 		$1.01M Buy
+23,190
New +$904K 0.67% 14

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

Western Financial Corp's AVGO Position: Q2 2026 in Review

Western Financial Corp reduced its Broadcom (AVGO) stake by 0.78% in Q2 2026, selling an estimated $19.2K and leaving 6,089 shares worth $2.3M. The position accounts for 0.67% of the portfolio, ranked #32.

Western Financial Corp first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.38M in Q4 2024. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Western Financial Corp held 6,089 shares of Broadcom worth $2.3M as of Q2 2026.
  • Western Financial Corp sold 48 Broadcom shares in Q2 2026, an estimated $19.2K.
  • Broadcom made up 0.67% of Western Financial Corp's portfolio in Q2 2026, its #32 holding.
  • Western Financial Corp first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • Western Financial Corp's Broadcom position peaked at $2.38M in Q4 2024.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.