DFG
AVGO icon

Dupree Financial Group’s Broadcom AVGO Stock Holding History

Dupree 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 		$509K Buy
1,450
+250
+21% +$94.1K 0.18% 57
2026
Q2 		$453K Buy
1,200
+5
+0.4% +$2K 0.17% 58
2026
Q1 		$370K Buy
1,195
+138
+13% +$45.4K 0.15% 58
2025
Q4 		$366K Sell
1,057
-148
-12% -$52.9K 0.13% 61
2025
Q3 		$398K Buy
1,205
+26
+2% +$7.98K 0.15% 53
2025
Q2 		$325K Sell
1,179
-74
-6% -$16.1K 0.13% 61
2025
Q1 		$210K Hold
1,253
– – 0.09% 67
2024
Q4 		$291K Buy
+1,253
New +$232K 0.13% 56

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Dupree Financial Group increased its Broadcom (AVGO) stake by 21% in Q3 2026, buying an estimated $94.1K and bringing the position to 1,450 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #57.

Dupree Financial Group first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Dupree Financial Group held 1,450 shares of Broadcom worth $509K as of Q3 2026.
  • Dupree Financial Group bought 250 Broadcom shares in Q3 2026, an estimated $94.1K.
  • Broadcom made up 0.18% of Dupree Financial Group's portfolio in Q3 2026, its #57 holding.
  • Dupree Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.