Convergence Financial’s CorVel CRVL Stock Holding History

Convergence Financial’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,677	Closed	-$316K	–	224
2025 Q4	$316K	Buy	4,677 +37	+0.8%	+$2.68K	0.05%	156
2025 Q3	$359K	Buy	+4,640	New	+$414K	0.05%	147

Other funds holding CRVL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Convergence Financial's CRVL Position: Q1 2026 in Review

Convergence Financial sold out of CorVel (CRVL) in Q1 2026, closing a stake of 4,677 shares — an estimated $316K sold.

Convergence Financial first reported a position in CRVL in Q3 2025 and held it in 2 quarters. The position peaked at $359K in Q3 2025. 281 funds tracked by Wall St. Rank hold CRVL as of Q1 2026.

Convergence Financial reported no remaining CorVel position as of Q1 2026 after selling out during the quarter.
Convergence Financial sold 4,677 CorVel shares in Q1 2026, an estimated $316K.
Convergence Financial first reported a position in CorVel in Q3 2025 and held it in 2 quarters.
Convergence Financial's CorVel position peaked at $359K in Q3 2025.
281 funds tracked by Wall St. Rank held CorVel as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.