Convergence Financial
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Convergence Financial’s Avino Silver & Gold Mines ASM Stock Holding History

Convergence Financial’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$793K Buy
142,877
+112,525
+371% +$727K 0.11% 136
2026
Q2 		$192K Buy
+30,352
New +$205K 0.02% 268

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U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Scheeler Financial LLC
Scheeler Financial LLC West Chester, Ohio $132M AUM
Patriot Financial Group Insurance Agency
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SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Convergence Financial's ASM Position: Q3 2026 in Review

Convergence Financial increased its Avino Silver & Gold Mines (ASM) stake by 371% in Q3 2026, buying an estimated $727K and bringing the position to 142,877 shares worth $793K. The position accounts for 0.11% of the portfolio, ranked #136.

Convergence Financial first reported a position in ASM in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold ASM as of Q3 2026.

  • Convergence Financial held 142,877 shares of Avino Silver & Gold Mines worth $793K as of Q3 2026.
  • Convergence Financial bought 112,525 Avino Silver & Gold Mines shares in Q3 2026, an estimated $727K.
  • Avino Silver & Gold Mines made up 0.11% of Convergence Financial's portfolio in Q3 2026, its #136 holding.
  • Convergence Financial first reported a position in Avino Silver & Gold Mines in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.