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
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 $6.73T 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

Sather Financial Group's AVGO Position: Q2 2026 in Review

Sather Financial Group increased its Broadcom (AVGO) stake by 9% in Q2 2026, buying an estimated $84.2K and bringing the position to 2,548 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #46.

Sather Financial Group first reported a position in AVGO in Q4 2019 and has held it in 18 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sather Financial Group held 2,548 shares of Broadcom worth $963K as of Q2 2026.
  • Sather Financial Group bought 210 Broadcom shares in Q2 2026, an estimated $84.2K.
  • Broadcom made up 0.06% of Sather Financial Group's portfolio in Q2 2026, its #46 holding.
  • Sather Financial Group first reported a position in Broadcom in Q4 2019 and has held it in 18 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.