CF
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Convergence Financial’s Ubiquiti UI Stock Holding History

Convergence Financial’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.05M Buy
+3,860
New +$2.62M 0.32% 54
2025
Q3 		– Sell
-2,281
Closed -$939K – 200
2025
Q2 		$939K Buy
+2,281
New +$831K 0.16% 79

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Convergence Financial's UI Position: Q1 2026 in Review

Convergence Financial opened a new position in Ubiquiti (UI) in Q1 2026: 3,860 shares worth $3.05M. The stake represents 0.32% of the portfolio and ranks #54 among its holdings. This is a return to the name: Convergence Financial previously reported a position in UI as recently as Q2 2025.

Convergence Financial first reported a position in UI in Q2 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Convergence Financial held 3,860 shares of Ubiquiti worth $3.05M as of Q1 2026.
  • Ubiquiti was a new Convergence Financial position in Q1 2026.
  • Ubiquiti made up 0.32% of Convergence Financial's portfolio in Q1 2026, its #54 holding.
  • Convergence Financial first reported a position in Ubiquiti in Q2 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

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