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 Q2	$13.1M	Buy	402,966 +191,730	+91%	+$6.08M	1.04%	26
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Convergence Financial's WINN Position: Q2 2026 in Review

Convergence Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 91% in Q2 2026, buying an estimated $6.08M and bringing the position to 402,966 shares worth $13.1M. The position accounts for 1.04% of the portfolio, ranked #26.

Convergence Financial first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Convergence Financial held 402,966 shares of Harbor Long-Term Growers ETF worth $13.1M as of Q2 2026.
Convergence Financial bought 191,730 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $6.08M.
Harbor Long-Term Growers ETF made up 1.04% of Convergence Financial's portfolio in Q2 2026, its #26 holding.
Convergence Financial first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

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