Convergence Financial’s Arm ARM Stock Holding History

Convergence Financial’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.51M	Buy	9,894 +3,005	+44%	+$799K	0.28%	59
2026 Q1	$1.04M	Sell	6,889 -78	-1%	-$9.47K	0.11%	99
2025 Q4	$762K	Sell	6,967 -581	-8%	-$84.5K	0.11%	96
2025 Q3	$1.07M	Buy	7,548 +57	+0.8%	+$8.3K	0.16%	78
2025 Q2	$1.21M	Buy	7,491 +500	+7%	+$62.1K	0.21%	68
2025 Q1	$747K	Buy	6,991 +136	+2%	+$19K	0.15%	80
2024 Q4	$846K	Buy	6,855 +454	+7%	+$64K	0.17%	66
2024 Q3	$915K	Buy	6,401 +1,822	+40%	+$259K	0.19%	64
2024 Q2	$749K	Buy	+4,579	New	+$569K	0.2%	66

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Convergence Financial's ARM Position: Q2 2026 in Review

Convergence Financial increased its Arm (ARM) stake by 44% in Q2 2026, buying an estimated $799K and bringing the position to 9,894 shares worth $3.51M. The position accounts for 0.28% of the portfolio, ranked #59.

Convergence Financial first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Convergence Financial held 9,894 shares of Arm worth $3.51M as of Q2 2026.
Convergence Financial bought 3,005 Arm shares in Q2 2026, an estimated $799K.
Arm made up 0.28% of Convergence Financial's portfolio in Q2 2026, its #59 holding.
Convergence Financial first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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