CF
V icon

Convergence Financial’s Visa V Stock Holding History

Convergence Financial’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Buy
7,338
+3,559
+94% +$1.14M 0.24% 64
2025
Q4 		$1.33M Sell
3,779
-218
-5% -$74.3K 0.19% 69
2025
Q3 		$1.36M Buy
3,997
+84
+2% +$29.1K 0.2% 67
2025
Q2 		$1.39M Buy
3,913
+221
+6% +$77K 0.24% 62
2025
Q1 		$1.29M Sell
3,692
-216
-6% -$73.1K 0.25% 58
2024
Q4 		$1.24M Buy
3,908
+97
+3% +$29.2K 0.25% 52
2024
Q3 		$1.05M Sell
3,811
-449
-11% -$121K 0.22% 58
2024
Q2 		$1.12M Buy
4,260
+2,960
+228% +$811K 0.3% 45
2024
Q1 		$363K Buy
+1,300
New +$359K 0.15% 38

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Convergence Financial's V Position: Q1 2026 in Review

Convergence Financial increased its Visa (V) stake by 94% in Q1 2026, buying an estimated $1.14M and bringing the position to 7,338 shares worth $2.22M. The position accounts for 0.24% of the portfolio, ranked #64.

Convergence Financial first reported a position in V in Q1 2024 and has held it in 9 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Convergence Financial held 7,338 shares of Visa worth $2.22M as of Q1 2026.
  • Convergence Financial bought 3,559 Visa shares in Q1 2026, an estimated $1.14M.
  • Visa made up 0.24% of Convergence Financial's portfolio in Q1 2026, its #64 holding.
  • Convergence Financial first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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