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Broadcom shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Broadcom

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All positions including Broadcom held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 635 346.10

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Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom