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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
Q2 		$2.44M Sell
6,447
-425
-6% -$170K 1.51% 14
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 $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

Chancellor Financial Group WB's AVGO Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Broadcom (AVGO) stake by 6.2% in Q2 2026, selling an estimated $170K and leaving 6,447 shares worth $2.44M. The position accounts for 1.51% of the portfolio, ranked #14.

Chancellor Financial Group WB first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chancellor Financial Group WB held 6,447 shares of Broadcom worth $2.44M as of Q2 2026.
  • Chancellor Financial Group WB sold 425 Broadcom shares in Q2 2026, an estimated $170K.
  • Broadcom made up 1.51% of Chancellor Financial Group WB's portfolio in Q2 2026, its #14 holding.
  • Chancellor Financial Group WB first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.