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
Q2 		– Sell
-3,860
Closed -$3.05M – 299
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 $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Convergence Financial's UI Position: Q2 2026 in Review

Convergence Financial sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 3,860 shares — an estimated $3.05M sold.

Convergence Financial first reported a position in UI in Q2 2025 and held it in 2 quarters. The position peaked at $3.05M in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Convergence Financial reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 3,860 Ubiquiti shares in Q2 2026, an estimated $3.05M.
  • Convergence Financial first reported a position in Ubiquiti in Q2 2025 and held it in 2 quarters.
  • Convergence Financial's Ubiquiti position peaked at $3.05M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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