FBB
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Fulton Breakefield Broenniman’s Cloudflare NET Stock Holding History

Fulton Breakefield Broenniman’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+830
New +$182K 0.01% 201
2025
Q4 		– Sell
-1,005
Closed -$216K – 209
2025
Q3 		$216K Buy
+1,005
New +$205K 0.01% 191

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fulton Breakefield Broenniman's NET Position: Q2 2026 in Review

Fulton Breakefield Broenniman opened a new position in Cloudflare (NET) in Q2 2026: 830 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Fulton Breakefield Broenniman previously reported a position in NET as recently as Q3 2025.

Fulton Breakefield Broenniman first reported a position in NET in Q3 2025 and has held it in 2 quarters since. The position peaked at $216K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Fulton Breakefield Broenniman held 830 shares of Cloudflare worth $204K as of Q2 2026.
  • Cloudflare was a new Fulton Breakefield Broenniman position in Q2 2026.
  • Cloudflare made up 0.01% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #201 holding.
  • Fulton Breakefield Broenniman first reported a position in Cloudflare in Q3 2025 and has held it in 2 quarters since.
  • Fulton Breakefield Broenniman's Cloudflare position peaked at $216K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.