Convergence Financial, LLC
All 13F Filings
- Location
- Columbia, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 943,134
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 245.4 K | 26.0% | 0 | 351.2 K | -351.2 K |
| ETFs | 697.5 K | 74.0% | 628.3 K | 0 | 628.3 K |
| Debt | 259 | 0.0% | 0 | 18.96 K | -18.96 K |
| Other | 0 | 0.0% | 0 | 347 | -347 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
943,134
Holdings
217
QoQ value change ($000)
257,812
(37.6%)
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.