Convergence Financial’s BP BP Stock Holding History

Convergence Financial’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Buy	10,734 +4,020	+60%	+$176K	0.03%	189
2026 Q1	$316K	Buy	+6,714	New	+$263K	0.03%	178

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Convergence Financial's BP Position: Q2 2026 in Review

Convergence Financial increased its BP (BP) stake by 60% in Q2 2026, buying an estimated $176K and bringing the position to 10,734 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #189.

Convergence Financial first reported a position in BP in Q1 2026 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Convergence Financial held 10,734 shares of BP worth $397K as of Q2 2026.
Convergence Financial bought 4,020 BP shares in Q2 2026, an estimated $176K.
BP made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #189 holding.
Convergence Financial first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

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