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Livermore
Livermore
ZHEN

Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
34,297
Value
$13.0M
% of portfolio
3.6%
Quarters held
20
Since Q1 2021
Holdings of AVGO by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,297$13.0M3.6%+6,752+24.5%AddedHolders
Q1 202627,545$8.53M2.4%−19,787−41.8%ReducedHolders
Q4 202547,332$16.4M2.6%−1,159−2.4%ReducedHolders
Q3 202548,491$16.0M2.5%−14,533−23.1%ReducedHolders
Q2 202563,024$17.4M2.9%−6,721−9.6%ReducedHolders
Q1 202569,745$11.7M2.1%−11,717−14.4%ReducedHolders
Q4 202481,462$18.9M3.3%−5,097−5.9%ReducedHolders
Q3 202486,559$14.9M2.7%+11,379+15.1%AddedConverted for a 10-for-1 splitHolders
Q2 20247,518$12.1M2.4%−602−7.4%ReducedHolders
Q1 20248,120$10.8M2.1%−1,223−13.1%ReducedHolders
Q4 20239,343$10.4M2.4%−1,127−10.8%ReducedHolders
Q3 202310,470$8.70M2.2%−906−8.0%ReducedHolders
Q2 202311,376$9.87M2.3%−1,754−13.4%ReducedHolders
Q1 202313,130$8.42M2.1%−2,636−16.7%ReducedHolders
Q4 202215,766$8.82M2.6%+8,399+114.0%AddedHolders
Q3 20227,367$3.27M1.1%+7,367NewHolders
Q1 20220$00.0%−13,346−100.0%Sold outHolders
Q4 202113,346$8.88M2.1%+2,364+21.5%AddedHolders
Q3 202110,982$5.33M1.6%−3,858−26.0%ReducedHolders
Q2 202114,840$7.08M1.8%+73+0.5%AddedHolders
Q1 202114,767$6.50M1.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.