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OneAscent Financial Services LLC

Position in AVGO — Broadcom Inc.

CIK 1780985 BIRMINGHAM, AL

Position in AVGO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,208,986
+$558,033 QoQ
Shares Held
8,495
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,379
of 4,764 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

OneAscent Financial Services LLC holds $51,136,222 across 10 Semiconductors names. AVGO ranks #5 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 AVGO
Broadcom Inc.
This page
8,495 $3,208,986

All Filings in AVGO

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,208,986 8,495
2026-03-31 $2,650,953 8,565
2025-12-31 $2,242,035 6,478
2025-09-30 $588,889 1,785
2025-06-30 $1,916,043 6,951
2025-03-31 $871,305 5,204
2024-12-31 $751,161 3,240
2024-09-30 $452,467 2,623
2024-06-30 $412,621 257
2024-03-31 $339,304 256
2023-12-31 $532,451 477
2023-09-30 $250,835 302
2023-06-30 $328,755 379
2023-03-31 $207,858 324
2022-09-30 $230,441 519
2022-06-30 $323,549 666
2022-03-31 $239,278 380
2021-12-31 $300,765 452
2021-09-30 $498,023 1,027