KF
AVGO icon

Krilogy Financial’s Broadcom AVGO Stock Holding History

Krilogy Financial’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 		$222K Buy
+4,500
New +$1.48M 0.01% 862
2020
Q1 		– Sell
-2,000
Closed -$63K – 195
2019
Q4 		$63K Hold
2,000
– – 0.01% 199
2019
Q3 		$55K Buy
+2,000
New +$56.9K 0.01% 185

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

Krilogy Financial's AVGO Position: Q1 2026 in Review

Krilogy Financial increased its Broadcom (AVGO) stake by 34% in Q1 2026, buying an estimated $4.43M and bringing the position to 53,396 shares worth $21.3M. The position accounts for 0.69% of the portfolio, ranked #32.

Krilogy Financial first reported a position in AVGO in Q3 2015 and has held it in 32 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Krilogy Financial held 53,396 shares of Broadcom worth $21.3M as of Q1 2026.
  • Krilogy Financial bought 13,472 Broadcom shares in Q1 2026, an estimated $4.43M.
  • Broadcom made up 0.69% of Krilogy Financial's portfolio in Q1 2026, its #32 holding.
  • Krilogy Financial first reported a position in Broadcom in Q3 2015 and has held it in 32 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.