Number of Shares
760
Previous 758 0.26%
Holding current value
$798 Million
Previous $717 Million 11.21%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
N/A
2 Added 0.26%
760 $798 Million
Q1 2025

Apr 24, 2025

SELL
N/A
-25 Reduced 3.19%
758 $717 Million
Q4 2024

Feb 04, 2025

BUY
N/A
783 New
783 $802 Million
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.