Convergence Financial’s Fortinet FTNT Stock Holding History

Convergence Financial’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$388K	Sell	4,748 -1,631	-26%	-$132K	0.04%	164
2025 Q4	$507K	Sell	6,379 -23,415	-79%	-$1.94M	0.07%	123
2025 Q3	$2.51M	Buy	29,794 +45	+0.2%	+$4.02K	0.38%	45
2025 Q2	$3.15M	Buy	29,749 +841	+3%	+$84.9K	0.54%	39
2025 Q1	$2.78M	Buy	28,908 +553	+2%	+$56.1K	0.55%	37
2024 Q4	$2.68M	Sell	28,355 -310	-1%	-$27.6K	0.53%	34
2024 Q3	$2.22M	Buy	28,665 +6,098	+27%	+$417K	0.47%	36
2024 Q2	$1.36M	Buy	+22,567	New	+$1.4M	0.36%	38

Other funds holding FTNT

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Convergence Financial's FTNT Position: Q1 2026 in Review

Convergence Financial reduced its Fortinet (FTNT) stake by 26% in Q1 2026, selling an estimated $132K and leaving 4,748 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #164.

Convergence Financial first reported a position in FTNT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold FTNT as of Q1 2026.

Convergence Financial held 4,748 shares of Fortinet worth $388K as of Q1 2026.
Convergence Financial sold 1,631 Fortinet shares in Q1 2026, an estimated $132K.
Fortinet made up 0.04% of Convergence Financial's portfolio in Q1 2026, its #164 holding.
Convergence Financial first reported a position in Fortinet in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Fortinet position peaked at $3.15M in Q2 2025.
1,319 funds tracked by Wall St. Rank held Fortinet as of Q1 2026.

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