Position in URI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,160,421
+$585,275 QoQ
Shares Held
1,907
-11.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#644
of 1,581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Convergence Financial, LLC holds $3,066,881 across 2 Rental & Leasing Services names. URI ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,907 | $2,160,421 | |
| 2 | AER |
AerCap Holdings N.V.
|
6,218 | $906,460 |
All Filings in URI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,160,421 | 1,907 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,575,146 | 2,162 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||