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 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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Convergence Financial's GBTC Position: Q2 2026 in Review

Convergence Financial increased its Grayscale Bitcoin Trust (GBTC) stake by 100% in Q2 2026, buying an estimated $2.86M and bringing the position to 102,534 shares worth $4.67M. The position accounts for 0.37% of the portfolio, ranked #51.

Convergence Financial first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Convergence Financial held 102,534 shares of Grayscale Bitcoin Trust worth $4.67M as of Q2 2026.
Convergence Financial bought 51,267 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $2.86M.
Grayscale Bitcoin Trust made up 0.37% of Convergence Financial's portfolio in Q2 2026, its #51 holding.
Convergence Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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