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Capstone Triton Financial Group’s Broadcom AVGO Stock Holding History

Capstone Triton Financial Group’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 		$2.83M Buy
+7,504
New +$3.01M 1.63% 17
2026
Q1 		– Sell
-7,325
Closed -$2.54M – 71
2025
Q4 		$2.54M Buy
7,325
+49
+0.7% +$17.5K 1.68% 14
2025
Q3 		$2.4M Buy
7,276
+34
+0.5% +$10.4K 1.61% 16
2025
Q2 		$2M Buy
+7,242
New +$1.57M 1.45% 20
2024
Q4 		$1.36M Buy
5,873
+87
+2% +$16.1K 0.85% 40
2024
Q3 		$998K Buy
5,786
+26
+0.5% +$4.17K 0.64% 57
2024
Q2 		$925K Buy
5,760
+520
+10% +$72.9K 0.65% 55
2024
Q1 		$695K Buy
5,240
+1,230
+31% +$152K 0.49% 64
2023
Q4 		$448K Sell
4,010
-290
-7% -$27.5K 0.33% 72
2023
Q3 		$357K Buy
4,300
+1,580
+58% +$137K 0.26% 75
2023
Q2 		$236K Buy
+2,720
New +$194K 0.16% 93
2021
Q1 		– Sell
-240
Closed -$11K – 135
2020
Q4 		$11K Buy
+240
New +$9.36K 0.01% 335

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Triton Financial Group's AVGO Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Broadcom (AVGO) in Q2 2026: 7,504 shares worth $2.83M. The stake represents 1.63% of the portfolio and ranks #17 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in AVGO as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in AVGO in Q4 2020 and has held it in 12 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capstone Triton Financial Group held 7,504 shares of Broadcom worth $2.83M as of Q2 2026.
  • Broadcom was a new Capstone Triton Financial Group position in Q2 2026.
  • Broadcom made up 1.63% of Capstone Triton Financial Group's portfolio in Q2 2026, its #17 holding.
  • Capstone Triton Financial Group first reported a position in Broadcom in Q4 2020 and has held it in 12 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.