Greystone Financial Group, LLC / AVGO
Greystone Financial Group, LLC’s Broadcom Inc Position
Does Greystone Financial Group, LLC own Broadcom Inc (AVGO)? Yes — 27.5K shares worth $9M (+2.41% of its 13F portfolio) as of Q1 2026, down from 47.3K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
27.5K
% of Portfolio
+2.41%
Quarters Held
20
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 27.5K | $9M | +2.41% |
| Q4 2025 | 47.3K | $16M | +2.56% |
| Q3 2025 | 48.5K | $16M | +2.48% |
| Q2 2025 | 63.0K | $17M | +2.86% |
| Q1 2025 | 69.7K | $12M | +2.12% |
| Q4 2024 | 81.5K | $19M | +3.29% |
| Q3 2024 | 86.6K | $15M | +2.67% |
| Q2 2024 | 7.5K | $12M | +2.36% |
| Q1 2024 | 8.1K | $11M | +2.15% |
| Q4 2023 | 9.3K | $10M | +2.41% |
| Q3 2023 | 10.5K | $9M | +2.17% |
| Q2 2023 | 11.4K | $10M | +2.29% |
| Q1 2023 | 13.1K | $8M | +2.12% |
| Q4 2022 | 15.8K | $9M | +2.59% |
| Q3 2022 | 7.4K | $3M | +1.11% |
| Q4 2021 | 13.3K | $9M | +2.13% |
| Q3 2021 | 11.0K | $5M | +1.58% |
| Q2 2021 | 14.8K | $7M | +1.76% |
| Q1 2021 | 14.8K | $6M | +1.63% |
| Q4 2020 | 19.0K | $9M | +2.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of AVGO.