Convergence Financial, LLC
All 13F Filings
- Location
- Columbia, MO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 713,984
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 262 | 713,984 | 13F-HR | Convergence Financial, LLC |
| Q2 2026 | 8/5/2026 | 272 | 1,257,636 | 13F-HR | Convergence Financial, LLC |
| Q1 2026 | 5/11/2026 | 217 | 943,134 | 13F-HR | Convergence Financial, LLC |
| Q4 2025 | 2/11/2026 | 190 | 685,322 | 13F-HR | Convergence Financial, LLC |
| Q3 2025 | 11/10/2025 | 188 | 665,932 | 13F-HR | Convergence Financial, LLC |
| Q2 2025 | 8/6/2025 | 179 | 581,643 | 13F-HR | Convergence Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 242 K | 33.9% | 0 | 153.6 K | -153.6 K |
| ETFs | 456.6 K | 63.9% | 0 | 405 K | -405 K |
| Debt | 15.46 K | 2.2% | 14.95 K | 0 | 14.95 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
713,984
Holdings
262
QoQ value change ($000)
-543,652
(-43.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.