Convergence Financial’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.16M Sell
1,907
-255
-12% -$243K 0.17% 85
2026
Q1
$1.58M Buy
+2,162
New +$1.82M 0.17% 76

Other funds holding URI

Convergence Financial's URI Position: Q2 2026 in Review

Convergence Financial reduced its United Rentals (URI) stake by 12% in Q2 2026, selling an estimated $243K and leaving 1,907 shares worth $2.16M. The position accounts for 0.17% of the portfolio, ranked #85.

Convergence Financial first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Convergence Financial held 1,907 shares of United Rentals worth $2.16M as of Q2 2026.
  • Convergence Financial sold 255 United Rentals shares in Q2 2026, an estimated $243K.
  • United Rentals made up 0.17% of Convergence Financial's portfolio in Q2 2026, its #85 holding.
  • Convergence Financial first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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