SFG
AVGO icon

Sather Financial Group’s Broadcom AVGO Stock Holding History

Sather 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 		$853K Sell
2,428
-120
-5% -$45.2K 0.05% 48
2026
Q2 		$963K Buy
2,548
+210
+9% +$84.2K 0.06% 46
2026
Q1 		$724K Sell
2,338
-7
-0.3% -$2.3K 0.04% 52
2025
Q4 		$812K Buy
2,345
+134
+6% +$47.9K 0.04% 48
2025
Q3 		$729K Buy
2,211
+1,397
+172% +$429K 0.04% 50
2025
Q2 		$224K Buy
+814
New +$177K 0.01% 104
2023
Q4 		– Sell
-7,260
Closed -$603K – 94
2023
Q3 		$603K Buy
7,260
+290
+4% +$25.1K 0.05% 58
2023
Q2 		$605K Sell
6,970
-110
-2% -$7.84K 0.05% 60
2023
Q1 		$454K Hold
7,080
– – 0.04% 66
2022
Q4 		$396K Sell
7,080
-310
-4% -$15.5K 0.03% 84
2022
Q3 		$328K Sell
7,390
-500
-6% -$25.5K 0.04% 59
2022
Q2 		$383K Sell
7,890
-540
-6% -$30.3K 0.04% 57
2022
Q1 		$531K Buy
8,430
+610
+8% +$36.2K 0.05% 54
2021
Q4 		$520K Sell
7,820
-2,000
-20% -$112K 0.05% 47
2021
Q3 		$476K Buy
+9,820
New +$478K 0.05% 46
2020
Q4 		– Sell
-7,900
Closed -$287K – 46
2020
Q3 		$287K Sell
7,900
-100
-1% -$3.35K 0.05% 36
2020
Q2 		$252K Sell
8,000
-4,000
-33% -$112K 0.04% 38
2020
Q1 		$285K Buy
12,000
+2,800
+30% +$78.9K 0.06% 49
2019
Q4 		$291K Buy
+9,200
New +$279K 0.05% 66

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Sather Financial Group reduced its Broadcom (AVGO) stake by 4.7% in Q3 2026, selling an estimated $45.2K and leaving 2,428 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #48.

Sather Financial Group first reported a position in AVGO in Q4 2019 and has held it in 19 quarters since. The position peaked at $963K in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sather Financial Group held 2,428 shares of Broadcom worth $853K as of Q3 2026.
  • Sather Financial Group sold 120 Broadcom shares in Q3 2026, an estimated $45.2K.
  • Broadcom made up 0.05% of Sather Financial Group's portfolio in Q3 2026, its #48 holding.
  • Sather Financial Group first reported a position in Broadcom in Q4 2019 and has held it in 19 quarters since.
  • Sather Financial Group's Broadcom position peaked at $963K in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sather Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.