Broadcom Inc.
AT ˙ WBAG ˙ US11135F1012
343,85 € ↓ -12,10 (-3,40%)
2026-06-05
DEL PRIS
SecurityAT:BROA / Broadcom Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership42,770 shares
Latest Disclosed Value $ 13,237,843
PFG Advisors reports 6.07% increase in ownership of BROA / Broadcom Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 42,770 shares of Broadcom Inc. (AT:BROA) valued at $11,192,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 40,323 shares of Broadcom Inc.. This represents a change in shares of 6.07% during the quarter. The current value of the position is $14,706,465 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F BROADCOM COM 11135F101 42,770 2,447 6.07 13,238 -5.15 0.6445
2026-01-27 2025-12-31 13F BROADCOM COM 11135F101 40,323 -20,346 -33.54 13,956 -30.28 0.6775
2025-11-13 2025-09-30 13F BROADCOM COM 11135F101 60,669 2,964 5.14 20,015 25.83 0.8199
2025-08-07 2025-06-30 13F BROADCOM COM 11135F101 57,705 8,284 16.76 15,906 92.24 0.7348
2025-05-06 2025-03-31 13F BROADCOM COM 11135F101 49,421 12,160 32.63 8,275 -4.21 0.4624
2025-02-07 2024-12-31 13F BROADCOM COM 11135F101 37,261 7,061 23.38 8,639 65.83 0.5290
2024-10-15 2024-09-30 13F BROADCOM COM 11135F101 30,200 27,137 885.96 5,210 5.92 0.3286
2024-08-08 2024-06-30 13F BROADCOM COM 11135F101 3,063 1,720 128.07 4,918 176.29 0.3324
2024-05-07 2024-03-31 13F BROADCOM COM 11135F101 1,343 -34 -2.47 1,780 15.81 0.1301
2024-01-19 2023-12-31 13F BROADCOM COM 11135F101 1,377 273 24.73 1,537 67.61 0.1241
2023-10-13 2023-09-30 13F BROADCOM COM 11135F101 1,104 -30 -2.65 917 -6.81 0.0823
2023-07-20 2023-06-30 13F BROADCOM COM 11135F101 1,134 138 13.86 984 53.99 0.0749
2023-04-21 2023-03-31 13F BROADCOM COM 11135F101 996 -16 -1.58 639 13.10 0.0535
2023-01-30 2022-12-31 13F BROADCOM COM 11135F101 1,012 -15 -1.46 566 23.90 0.0554
2022-10-14 2022-09-30 13F BROADCOM COM 11135F101 1,027 97 10.43 456 0.88 0.0521
2022-07-13 2022-06-30 13F BROADCOM COM 11135F101 930 172 22.69 452 -5.24 0.0511
2022-04-19 2022-03-31 13F BROADCOM COM 11135F101 758 135 21.67 477 15.22 0.0476
2022-01-21 2021-12-31 13F BROADCOM COM 11135F101 623 104 20.04 414 64.29 0.0408
2021-11-05 2021-09-30 13F BROADCOM COM 11135F101 519 10 1.96 252 3.70 0.0279
2021-07-28 2021-06-30 13F BROADCOM COM 11135F101 509 -10 -1.93 243 0.83 0.0278
2021-04-27 2021-03-31 13F BROADCOM COM 11135F101 519 -60 -10.36 241 -5.12 0.0309
2021-01-26 2020-12-31 13F BROADCOM COM 11135F101 579 -5 -0.86 254 18.69 0.0430
2020-10-13 2020-09-30 13F BROADCOM COM 11135F101 584 584 214 0.0411
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.