Convergence Financial’s Harbor Long-Term Growers ETF WINN Stock Holding History

Convergence Financial’s Portfolio WINN Stock Details WINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.86M	Buy	211,236 +104,486	+98%	+$3.1M	0.62%	32
2025 Q4	$3.32M	Buy	106,750 +17,794	+20%	+$558K	0.48%	40
2025 Q3	$2.77M	Buy	88,956 +28,334	+47%	+$852K	0.42%	42
2025 Q2	$1.77M	Buy	60,622 +14,130	+30%	+$370K	0.3%	57
2025 Q1	$1.14M	Buy	46,492 +27,282	+142%	+$734K	0.22%	63
2024 Q4	$523K	Buy	+19,210	New	+$515K	0.1%	89

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Convergence Financial's WINN Position: Q1 2026 in Review

Convergence Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 98% in Q1 2026, buying an estimated $3.1M and bringing the position to 211,236 shares worth $5.86M. The position accounts for 0.62% of the portfolio, ranked #32.

Convergence Financial first reported a position in WINN in Q4 2024 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Convergence Financial held 211,236 shares of Harbor Long-Term Growers ETF worth $5.86M as of Q1 2026.
Convergence Financial bought 104,486 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $3.1M.
Harbor Long-Term Growers ETF made up 0.62% of Convergence Financial's portfolio in Q1 2026, its #32 holding.
Convergence Financial first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

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