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Convergence Financial’s Goldman Sachs GS Stock Holding History

Convergence Financial’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
2,591
-157
-6% -$140K 0.23% 65
2025
Q4 		$2.42M Sell
2,748
-65
-2% -$53K 0.35% 49
2025
Q3 		$2.24M Buy
2,813
+16
+0.6% +$11.9K 0.34% 48
2025
Q2 		$1.98M Buy
2,797
+416
+17% +$241K 0.34% 52
2025
Q1 		$1.3M Buy
2,381
+218
+10% +$131K 0.26% 57
2024
Q4 		$1.24M Buy
2,163
+42
+2% +$23.4K 0.25% 51
2024
Q3 		$1.05M Buy
2,121
+1,157
+120% +$566K 0.22% 57
2024
Q2 		$436K Buy
+964
New +$423K 0.12% 95

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Convergence Financial's GS Position: Q1 2026 in Review

Convergence Financial reduced its Goldman Sachs (GS) stake by 5.7% in Q1 2026, selling an estimated $140K and leaving 2,591 shares worth $2.19M. The position accounts for 0.23% of the portfolio, ranked #65.

Convergence Financial first reported a position in GS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Convergence Financial held 2,591 shares of Goldman Sachs worth $2.19M as of Q1 2026.
  • Convergence Financial sold 157 Goldman Sachs shares in Q1 2026, an estimated $140K.
  • Goldman Sachs made up 0.23% of Convergence Financial's portfolio in Q1 2026, its #65 holding.
  • Convergence Financial first reported a position in Goldman Sachs in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Goldman Sachs position peaked at $2.42M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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