Convergence Financial’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$651K Sell
3,626
-436
-11% -$83.5K 0.05% 148
2026
Q1
$732K Buy
4,062
+1,096
+37% +$187K 0.08% 121
2025
Q4
$459K Sell
2,966
-362
-11% -$59.4K 0.07% 130
2025
Q3
$575K Sell
3,328
-364
-10% -$62.2K 0.09% 116
2025
Q2
$644K Sell
3,692
-307
-8% -$50.2K 0.11% 99
2025
Q1
$573K Sell
3,999
-495
-11% -$80.5K 0.11% 94
2024
Q4
$797K Buy
4,494
+195
+5% +$34.6K 0.16% 69
2024
Q3
$696K Sell
4,299
-1,416
-25% -$217K 0.15% 76
2024
Q2
$869K Buy
+5,715
New +$821K 0.23% 58

Other funds holding DLR

Convergence Financial's DLR Position: Q2 2026 in Review

Convergence Financial reduced its Digital Realty Trust (DLR) stake by 11% in Q2 2026, selling an estimated $83.5K and leaving 3,626 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #148.

Convergence Financial first reported a position in DLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $869K in Q2 2024. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Convergence Financial held 3,626 shares of Digital Realty Trust worth $651K as of Q2 2026.
  • Convergence Financial sold 436 Digital Realty Trust shares in Q2 2026, an estimated $83.5K.
  • Digital Realty Trust made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #148 holding.
  • Convergence Financial first reported a position in Digital Realty Trust in Q2 2024 and has held it in 9 quarters since.
  • Convergence Financial's Digital Realty Trust position peaked at $869K in Q2 2024.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

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