Convergence Financial
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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
2026
Q3 		$1.39M Buy
+28,878
New +$1.19M 0.2% 91
2025
Q2 		– Sell
-18,797
Closed -$898K – 181
2025
Q1 		$898K Buy
+18,797
New +$1.01M 0.18% 72

Other funds holding EZBC

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Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Retirement Guys Formula
Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return
Rede Wealth
Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Convergence Financial's EZBC Position: Q3 2026 in Review

Convergence Financial opened a new position in Franklin Bitcoin ETF (EZBC) in Q3 2026: 28,878 shares worth $1.39M. The stake represents 0.2% of the portfolio and ranks #91 among its holdings. This is a return to the name: Convergence Financial previously reported a position in EZBC as recently as Q1 2025.

Convergence Financial first reported a position in EZBC in Q1 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

  • Convergence Financial held 28,878 shares of Franklin Bitcoin ETF worth $1.39M as of Q3 2026.
  • Franklin Bitcoin ETF was a new Convergence Financial position in Q3 2026.
  • Franklin Bitcoin ETF made up 0.2% of Convergence Financial's portfolio in Q3 2026, its #91 holding.
  • Convergence Financial first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.