Convergence Financial’s Microsoft MSFT Stock Holding History

Convergence Financial's MSFT Position: Q1 2026 in Review

Convergence Financial increased its Microsoft (MSFT) stake by 120% in Q1 2026, buying an estimated $8.43M and bringing the position to 36,940 shares worth $13.7M. The position accounts for 1.45% of the portfolio, ranked #16.

Convergence Financial first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

• Convergence Financial held 36,940 shares of Microsoft worth $13.7M as of Q1 2026.
• Convergence Financial bought 20,137 Microsoft shares in Q1 2026, an estimated $8.43M.
• Microsoft made up 1.45% of Convergence Financial's portfolio in Q1 2026, its #16 holding.
• Convergence Financial first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
• 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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