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Cape Ann Savings Bank’s Broadcom AVGO Stock Holding History

Cape Ann Savings Bank’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
Q2 		$1.82M Sell
4,828
-67
-1% -$26.9K 0.86% 29
2026
Q1 		$1.52M Sell
4,895
-64
-1% -$21.1K 0.76% 35
2025
Q4 		$1.72M Buy
4,959
+518
+12% +$185K 0.88% 28
2025
Q3 		$1.47M Buy
4,441
+2,655
+149% +$815K 0.78% 31
2025
Q2 		$492K Sell
1,786
-5
-0.3% -$1.09K 0.29% 62
2025
Q1 		$300K Buy
1,791
+98
+6% +$20.7K 0.19% 73
2024
Q4 		$393K Sell
1,693
-50
-3% -$9.25K 0.23% 64
2024
Q3 		$301K Buy
1,743
+443
+34% +$71K 0.17% 73
2024
Q2 		$209K Buy
+1,300
New +$182K 0.13% 85

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cape Ann Savings Bank's AVGO Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $26.9K and leaving 4,828 shares worth $1.82M. The position accounts for 0.86% of the portfolio, ranked #29.

Cape Ann Savings Bank first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cape Ann Savings Bank held 4,828 shares of Broadcom worth $1.82M as of Q2 2026.
  • Cape Ann Savings Bank sold 67 Broadcom shares in Q2 2026, an estimated $26.9K.
  • Broadcom made up 0.86% of Cape Ann Savings Bank's portfolio in Q2 2026, its #29 holding.
  • Cape Ann Savings Bank first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.