Convergence Financial
STBF icon

Convergence Financial’s Performance Trust Short Term Bond ETF STBF Stock Holding History

Convergence Financial’s Portfolio STBF Stock Details STBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.07M Buy
163,518
+135,815
+490% +$3.42M 0.57% 38
2026
Q2 		$703K Buy
+27,703
New +$703K 0.06% 146

Other funds holding STBF

DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Convergence Financial's STBF Position: Q3 2026 in Review

Convergence Financial increased its Performance Trust Short Term Bond ETF (STBF) stake by 490% in Q3 2026, buying an estimated $3.42M and bringing the position to 163,518 shares worth $4.07M. The position accounts for 0.57% of the portfolio, ranked #38.

Convergence Financial first reported a position in STBF in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold STBF as of Q3 2026.

  • Convergence Financial held 163,518 shares of Performance Trust Short Term Bond ETF worth $4.07M as of Q3 2026.
  • Convergence Financial bought 135,815 Performance Trust Short Term Bond ETF shares in Q3 2026, an estimated $3.42M.
  • Performance Trust Short Term Bond ETF made up 0.57% of Convergence Financial's portfolio in Q3 2026, its #38 holding.
  • Convergence Financial first reported a position in Performance Trust Short Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Performance Trust Short Term Bond ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.