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Convergence Financial’s Franklin Bitcoin ETF EZBC Stock Holding History

Convergence Financial’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,797
Closed -$898K – 181
2025
Q1 		$898K Buy
+18,797
New +$1.01M 0.18% 72

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Convergence Financial's EZBC Position: Q2 2025 in Review

Convergence Financial sold out of Franklin Bitcoin ETF (EZBC) in Q2 2025, closing a stake of 18,797 shares — an estimated $898K sold.

Convergence Financial first reported a position in EZBC in Q1 2025 and held it in 1 quarter. The position peaked at $898K in Q1 2025. 78 funds tracked by Wall St. Rank hold EZBC as of Q2 2025.

  • Convergence Financial reported no remaining Franklin Bitcoin ETF position as of Q2 2025 after selling out during the quarter.
  • Convergence Financial sold 18,797 Franklin Bitcoin ETF shares in Q2 2025, an estimated $898K.
  • Convergence Financial first reported a position in Franklin Bitcoin ETF in Q1 2025 and held it in 1 quarter.
  • Convergence Financial's Franklin Bitcoin ETF position peaked at $898K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2025.

Based on Convergence Financial's 13F filing for Q2 2025, filed 6 Aug 2025.