AVGO — BROADCOM INC

Ownership history in SYM FINANCIAL Corp  ·  10 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.51% (2025 Q2)
Avg. % of fund
0.27%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,951 +47 +0.3% 0.50% $4.8M $346.10
2025 Q3 REDUCED 13,904 -2,752 -16.5% 0.49% $4.6M $329.28
2025 Q2 ADDED 16,656 +164 +1.0% 0.51% $4.6M $274.65
2025 Q1 ADDED 16,492 +7,260 +78.6% 0.34% $2.8M $166.43
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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