AVGO BROADCOM LTD

Ownership history in STEPHENS INC /AR/  ·  34 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported BROADCOM LTD (AVGO) in 34 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.74% in 2025 Q4. The latest visible filing shows AVGO at 1.74% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in BROADCOM LTD, 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
2025 Q4

AVGO was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% 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
2023 Q3 to 2025 Q4

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.

How STEPHENS INC /AR/ held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 402,813 +3,357 +0.8% 1.74% $139.5M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED 399,456 +6,896 +1.8% 1.68% $131.8M 2025-10-27 $360.60
2025 Q2 REDUCED 392,560 -5,374 -1.4% 1.49% $108.2M 2025-07-29 $295.72
2025 Q1 REDUCED 397,934 -19,820 -4.7% 0.98% $66.6M 2025-05-01 $195.74
2024 Q4 ADDED 417,754 +12,281 +3.0% 1.36% $96.9M 2025-01-28 $205.07
2024 Q3 ADDED 405,473 +361,495 +822.0% 0.99% $69.9M 2024-10-28 $169.67
2024 Q2 REDUCED 43,978 -977 -2.2% 1.08% $70.6M 2024-08-06 $141.49
2024 Q1 REDUCED 44,955 -3,671 -7.5% 0.92% $59.6M 2024-05-15 $140.74
2023 Q4 ADDED 48,626 +1,170 +2.5% 0.94% $54.3M 2024-02-13 $122.14
2023 Q3 REDUCED 47,456 -2,035 -4.1% 0.76% $39.4M 2023-11-14 $94.51
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPHENS INC /AR/ and AVGO

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

How long has STEPHENS INC /AR/ reported owning AVGO?

STEPHENS INC /AR/ reported AVGO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AVGO position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for AVGO was 1.74% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when STEPHENS INC /AR/ reported 402,813 shares, equal to 1.74% of portfolio, with an estimated market value of $139.5M.

What does the chart on this AVGO ownership page compare?

The chart compares STEPHENS INC /AR/'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.

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