Managers / Q1 2026
Convergence Financial, LLC
CIK 0002034001 · 3919 S PROVIDENCE RD, COLUMBIA, MO, 65203 · 573-818-2264
Reported Value
$943M
Q1 2026
Positions
276
Filings on Record
18
2019–present window
Filed
May 11, 2026
original filing
Summary
Convergence Financial, Llc reported $943M in U.S.-listed holdings across 276 positions for Q1 2026.
Its largest position, SPYG, represents 5.2% of the portfolio.
Compared with Q4 2025, the fund opened 43 new positions and exited 16.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $943M | 276 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $685M | 190 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $666M | 188 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $582M | 179 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $509M | 167 | Apr 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $501M | 159 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $471M | 157 | Oct 23, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.