Convergence Financial
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Convergence Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Convergence Financial’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.31M Sell
51,267
-51,267
-50% -$2.82M 0.46% 45
2026
Q2 		$4.67M Buy
102,534
+51,267
+100% +$2.86M 0.37% 51
2026
Q1 		$2.7M Sell
51,267
-193
-0.4% -$11.5K 0.29% 57
2025
Q4 		$3.52M Hold
51,460
– – 0.51% 39
2025
Q3 		$4.62M Sell
51,460
-179
-0.3% -$16.1K 0.69% 35
2025
Q2 		$4.38M Sell
51,639
-3,904
-7% -$304K 0.75% 32
2025
Q1 		$3.62M Sell
55,543
-2,157
-4% -$159K 0.71% 32
2024
Q4 		$4.27M Sell
57,700
-927
-2% -$61.1K 0.85% 27
2024
Q3 		$2.96M Sell
58,627
-6,113
-9% -$298K 0.63% 32
2024
Q2 		$3.11M Buy
64,740
+409
+0.6% +$21.5K 0.82% 26
2024
Q1 		$3.67M Buy
+64,331
New +$2.83M 1.52% 16

Other funds holding GBTC

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Convergence Financial's GBTC Position: Q3 2026 in Review

Convergence Financial reduced its Grayscale Bitcoin Trust (GBTC) stake by 50% in Q3 2026, selling an estimated $2.82M and leaving 51,267 shares worth $3.31M. The position accounts for 0.46% of the portfolio, ranked #45.

Convergence Financial first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.67M in Q2 2026. 591 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Convergence Financial held 51,267 shares of Grayscale Bitcoin Trust worth $3.31M as of Q3 2026.
  • Convergence Financial sold 51,267 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $2.82M.
  • Grayscale Bitcoin Trust made up 0.46% of Convergence Financial's portfolio in Q3 2026, its #45 holding.
  • Convergence Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Convergence Financial's Grayscale Bitcoin Trust position peaked at $4.67M in Q2 2026.
  • 591 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

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