Stonebridge Financial Group
AVGO icon

Stonebridge Financial Group’s Broadcom AVGO Stock Holding History

Stonebridge 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 		$7.42M Sell
21,141
-7,446
-26% -$2.8M 0.91% 27
2026
Q2 		$10.8M Buy
+28,587
New +$11.5M 1.5% 17

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

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

Stonebridge Financial Group reduced its Broadcom (AVGO) stake by 26% in Q3 2026, selling an estimated $2.8M and leaving 21,141 shares worth $7.42M. The position accounts for 0.91% of the portfolio, ranked #27.

Stonebridge Financial Group first reported a position in AVGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.8M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Stonebridge Financial Group held 21,141 shares of Broadcom worth $7.42M as of Q3 2026.
  • Stonebridge Financial Group sold 7,446 Broadcom shares in Q3 2026, an estimated $2.8M.
  • Broadcom made up 0.91% of Stonebridge Financial Group's portfolio in Q3 2026, its #27 holding.
  • Stonebridge Financial Group first reported a position in Broadcom in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Broadcom position peaked at $10.8M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.