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Chancellor Financial Group WB’s Broadcom AVGO Stock Holding History

Chancellor Financial Group WB’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
Q1 		$2.13M Buy
6,872
+768
+13% +$253K 1.51% 13
2025
Q4 		$2.11M Buy
6,104
+131
+2% +$46.8K 1.43% 13
2025
Q3 		$1.97M Buy
5,973
+5
+0.1% +$1.53K 1.39% 13
2025
Q2 		$1.64M Sell
5,968
-424
-7% -$92.1K 1.27% 14
2025
Q1 		$1.07M Buy
6,392
+376
+6% +$79.6K 0.88% 24
2024
Q4 		$1.39M Buy
+6,016
New +$1.11M 1.12% 19

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chancellor Financial Group WB's AVGO Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Broadcom (AVGO) stake by 13% in Q1 2026, buying an estimated $253K and bringing the position to 6,872 shares worth $2.13M. The position accounts for 1.51% of the portfolio, ranked #13.

Chancellor Financial Group WB first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Chancellor Financial Group WB held 6,872 shares of Broadcom worth $2.13M as of Q1 2026.
  • Chancellor Financial Group WB bought 768 Broadcom shares in Q1 2026, an estimated $253K.
  • Broadcom made up 1.51% of Chancellor Financial Group WB's portfolio in Q1 2026, its #13 holding.
  • Chancellor Financial Group WB first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.