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Convergence Financial’s VanEck Oil Refiners ETF CRAK Stock Holding History

Convergence Financial’s Portfolio CRAK Stock Details CRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29M Sell
114,904
-3,230
-3% -$156K 0.42% 47
2026
Q1 		$5.84M Buy
+118,134
New +$5.2M 0.62% 33

Other funds holding CRAK

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Convergence Financial's CRAK Position: Q2 2026 in Review

Convergence Financial reduced its VanEck Oil Refiners ETF (CRAK) stake by 2.7% in Q2 2026, selling an estimated $156K and leaving 114,904 shares worth $5.29M. The position accounts for 0.42% of the portfolio, ranked #47.

Convergence Financial first reported a position in CRAK in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.84M in Q1 2026. 60 funds tracked by Wall St. Rank hold CRAK as of Q2 2026.

  • Convergence Financial held 114,904 shares of VanEck Oil Refiners ETF worth $5.29M as of Q2 2026.
  • Convergence Financial sold 3,230 VanEck Oil Refiners ETF shares in Q2 2026, an estimated $156K.
  • VanEck Oil Refiners ETF made up 0.42% of Convergence Financial's portfolio in Q2 2026, its #47 holding.
  • Convergence Financial first reported a position in VanEck Oil Refiners ETF in Q1 2026 and has held it in 2 quarters since.
  • Convergence Financial's VanEck Oil Refiners ETF position peaked at $5.84M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q2 2026.

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