Convergence Financial’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-19,000
Closed -$506K 199
2025
Q2
$506K Buy
+19,000
New +$5.72M 0.09% 110
2024
Q4
Sell
-14,000
Closed -$253K 171
2024
Q3
$253K Buy
+14,000
New +$3.19M 0.05% 138
2023
Q1
Sell
-200
Closed -$256K 31
2022
Q4
$256K Buy
+200
New +$37.9K 0.23% 24

Other funds holding TSLA

Convergence Financial's TSLA Position: Q2 2026 in Review

Convergence Financial reduced its Tesla (TSLA) stake by 35% in Q2 2026, selling an estimated $7.94M and leaving 37,572 shares worth $15.8M. The position accounts for 1.26% of the portfolio, ranked #23.

Convergence Financial first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $21.4M in Q1 2026. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Convergence Financial held 37,572 shares of Tesla worth $15.8M as of Q2 2026.
  • Convergence Financial sold 19,976 Tesla shares in Q2 2026, an estimated $7.94M.
  • Tesla made up 1.26% of Convergence Financial's portfolio in Q2 2026, its #23 holding.
  • Convergence Financial first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
  • Convergence Financial's Tesla position peaked at $21.4M in Q1 2026.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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