2UniFi Bank AVGO — Broadcom, Inc.

Ownership history in 2UniFi Bank  ·  6 quarters on record

AI Ownership Summary

2UniFi Bank reported Broadcom, Inc. (AVGO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2025 Q4. The latest visible filing shows AVGO at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 2UniFi Bank's position in Broadcom, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVGO was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page 2UniFi Bank fund profile 2UniFi Bank full holdings
How 2UniFi Bank held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,411 -215 -3.8% 0.81% $1.7M 2026-05-12 $418.64
2025 Q4 ADDED — — — 5,626 +973 +20.9% 0.92% $1.9M 2026-02-12 $329.95
2025 Q3 ADDED — — — 4,653 +1,730 +59.2% 0.77% $1.5M 2025-10-31 $367.57
2025 Q2 ADDED — — — 2,923 +373 +14.6% 0.46% $806K 2025-08-01 $286.54
2025 Q1 REDUCED — — — 2,550 -130 -4.9% 0.33% $509K 2025-05-08 $205.77
2024 Q4 INITIATED — — — 2,680 — — 0.41% $621K 2025-01-31 $218.48

🏢 Other funds also holding AVGO

As of 2026 Q2 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 88.81% Milestone Resources Group Ltd 3Y 7Y 27.87% Haven Capital Group, Inc. 21.62% M & L Capital Management Ltd 17.96% Crescent Park Management, L.P. 3Y 7Y 17.15% Integrated Financial Solutions, Inc. 15.74% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 14.65% Investment Insight Wealth Management, LLC 14.58% Varenne Capital Partners 3Y 13.59% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 13.19%

FAQ About 2UniFi Bank and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has 2UniFi Bank reported owning AVGO?

2UniFi Bank reported AVGO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVGO position in 2UniFi Bank's portfolio?

The largest reported portfolio weight for AVGO was 0.92% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when 2UniFi Bank reported 5,411 shares, equal to 0.81% of portfolio, with an estimated market value of $1.7M.

What does the chart on this AVGO ownership page compare?

The chart compares 2UniFi Bank's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 2UniFi Bank time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, 2UniFi Bank correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on AVGO relative to SPY over the holding period was +40.3%.

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