Convergence Financial’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$268K Buy
+1,638
New +$295K 0.02% 232
2024
Q4
Sell
-1,151
Closed -$268K 160
2024
Q3
$268K Sell
1,151
-516
-31% -$114K 0.06% 131
2024
Q2
$324K Buy
+1,667
New +$312K 0.09% 116

Other funds holding AMT

Convergence Financial's AMT Position: Q2 2026 in Review

Convergence Financial opened a new position in American Tower (AMT) in Q2 2026: 1,638 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: Convergence Financial previously reported a position in AMT as recently as Q3 2024.

Convergence Financial first reported a position in AMT in Q2 2024 and has held it in 3 quarters since. The position peaked at $324K in Q2 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Convergence Financial held 1,638 shares of American Tower worth $268K as of Q2 2026.
  • American Tower was a new Convergence Financial position in Q2 2026.
  • American Tower made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #232 holding.
  • Convergence Financial first reported a position in American Tower in Q2 2024 and has held it in 3 quarters since.
  • Convergence Financial's American Tower position peaked at $324K in Q2 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.