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Convergence Financial’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Convergence Financial’s Portfolio HERD Stock Details HERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$308K Hold
6,738
– – 0.03% 181
2025
Q4 		$293K Hold
6,738
– – 0.04% 162
2025
Q3 		$285K Sell
6,738
-353
-5% -$14.6K 0.04% 164
2025
Q2 		$282K Buy
+7,091
New +$268K 0.05% 160

Other funds holding HERD

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Convergence Financial's HERD Position: Q1 2026 in Review

Convergence Financial held its Pacer Cash Cows Fund of Funds ETF (HERD) position steady in Q1 2026 at 6,738 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #181.

Convergence Financial first reported a position in HERD in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

  • Convergence Financial held 6,738 shares of Pacer Cash Cows Fund of Funds ETF worth $308K as of Q1 2026.
  • Convergence Financial left its Pacer Cash Cows Fund of Funds ETF share count unchanged in Q1 2026.
  • Pacer Cash Cows Fund of Funds ETF made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #181 holding.
  • Convergence Financial first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

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