Cassilly Financial Group’s Broadcom AVGO Stock Holding History

Cassilly 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 Q3	$232K	Buy	+660	New	+$248K	0.16%	73

Other funds holding AVGO

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cassilly Financial Group's AVGO Position: Q3 2026 in Review

Cassilly Financial Group opened a new position in Broadcom (AVGO) in Q3 2026: 660 shares worth $232K. The stake represents 0.16% of the portfolio and ranks #73 among its holdings.

171 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Cassilly Financial Group held 660 shares of Broadcom worth $232K as of Q3 2026.
Broadcom was a new Cassilly Financial Group position in Q3 2026.
Broadcom made up 0.16% of Cassilly Financial Group's portfolio in Q3 2026, its #73 holding.
171 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.