Convergence Financial, LLC Purchases and Sells in Q3 2025

Convergence Financial, LLC

$666 Billion
Q3 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	117K + 27.47%	$94.33 - $105.31 $11M - $12.3M	542K $56.6B
SPYV	134K + 24.12%	$52.12 - $55.33 $6.97M - $7.4M	688K $38.1B
TSLA	204 + 0.71%	$293.94 - $444.72 $60K - $90.7K	29.1K $13B
MTUM	8.47K + 11.57%	$236.25 - $257.69 $2M - $2.18M	81.7K $20.9B
BIL	34.2K + 10.93%	$91.44 - $91.77 $3.12M - $3.13M	347K $31.8B
SPAB	108K + 9.62%	$25.21 - $25.99 $2.73M - $2.81M	1.23M $31.9B

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEUBERGER BERMAN ETF TRUST	223K New	N/A	223K $11.4B
IDEV	113K New	$74.68 - $80.26 $8.46M - $9.09M	113K $9.08B
FIDELITY COVINGTON TRUST	238K New	N/A	238K $8.41B
DIAL	315K New	$17.97 - $18.51 $5.67M - $5.84M	315K $5.82B
PLTR	10.4K New	$130.68 - $186.97 $1.36M - $1.95M	10.4K $1.9B
JHMM	21K New	$61.22 - $65.26 $1.29M - $1.37M	21K $1.36B

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-91.8K - 90.3%	$90.37 - $102.12 $8.3M - $9.37M	9.86K $982M
FLCB	-366K - 29.19%	$21.2 - $21.84 $7.77M - $8M	889K $19.3B
SPLG	-71.8K - 42.0%	$72.65 - $78.68 $5.21M - $5.65M	99.1K $7.76B
SPGM	-13.7K - 42.88%	$68.95 - $75.02 $948K - $1.03M	18.3K $1.37B
VUSB	-14.1K - 77.44%	N/A	4.11K $206M
AVEM	-8.76K - 43.43%	$68.33 - $75.41 $598K - $660K	11.4K $857M

Activity Summary All Purchases 99 New Holdings 21 Increased Positions 78 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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