Convergence Financial’s TC Energy TRP Stock Holding History

Convergence Financial’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Sell	5,672 -358	-6%	-$23.7K	0.03%	198
2026 Q1	$377K	Buy	+6,030	New	+$364K	0.04%	167

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Convergence Financial's TRP Position: Q2 2026 in Review

Convergence Financial reduced its TC Energy (TRP) stake by 5.9% in Q2 2026, selling an estimated $23.7K and leaving 5,672 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #198.

Convergence Financial first reported a position in TRP in Q1 2026 and has held it in 2 quarters since. The position peaked at $377K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Convergence Financial held 5,672 shares of TC Energy worth $376K as of Q2 2026.
Convergence Financial sold 358 TC Energy shares in Q2 2026, an estimated $23.7K.
TC Energy made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #198 holding.
Convergence Financial first reported a position in TC Energy in Q1 2026 and has held it in 2 quarters since.
Convergence Financial's TC Energy position peaked at $377K in Q1 2026.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.