James T. Borello RIA
AVGO icon

James T. Borello RIA’s Broadcom AVGO Stock Holding History

James T. Borello RIA’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 		$552K Buy
1,572
+104
+7% +$39.2K 0.11% 65
2026
Q2 		$555K Buy
1,468
+82
+6% +$32.9K 0.12% 65
2026
Q1 		$429K Buy
1,386
+485
+54% +$160K 0.11% 69
2025
Q4 		$312K Buy
901
+336
+59% +$120K 0.08% 81
2025
Q3 		$186K Buy
+565
New +$173K 0.05% 99

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's AVGO Position: Q3 2026 in Review

James T. Borello RIA increased its Broadcom (AVGO) stake by 7.1% in Q3 2026, buying an estimated $39.2K and bringing the position to 1,572 shares worth $552K. The position accounts for 0.11% of the portfolio, ranked #65.

James T. Borello RIA first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $555K in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • James T. Borello RIA held 1,572 shares of Broadcom worth $552K as of Q3 2026.
  • James T. Borello RIA bought 104 Broadcom shares in Q3 2026, an estimated $39.2K.
  • Broadcom made up 0.11% of James T. Borello RIA's portfolio in Q3 2026, its #65 holding.
  • James T. Borello RIA first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Broadcom position peaked at $555K in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.