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Convergence Financial’s Grand Canyon Education LOPE Stock Holding History

Convergence Financial’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,437
Closed -$249K – 183
2025
Q1 		$249K Buy
+1,437
New +$249K 0.05% 152

Other funds holding LOPE

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Convergence Financial's LOPE Position: Q2 2025 in Review

Convergence Financial sold out of Grand Canyon Education (LOPE) in Q2 2025, closing a stake of 1,437 shares — an estimated $249K sold.

Convergence Financial first reported a position in LOPE in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 473 funds tracked by Wall St. Rank hold LOPE as of Q2 2025.

  • Convergence Financial reported no remaining Grand Canyon Education position as of Q2 2025 after selling out during the quarter.
  • Convergence Financial sold 1,437 Grand Canyon Education shares in Q2 2025, an estimated $249K.
  • Convergence Financial first reported a position in Grand Canyon Education in Q1 2025 and held it in 1 quarter.
  • Convergence Financial's Grand Canyon Education position peaked at $249K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2025.

Based on Convergence Financial's 13F filing for Q2 2025, filed 6 Aug 2025.