Convergence Financial, LLC
All 13F Filings
- Location
- Columbia, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 685,322
- 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 |
|---|---|---|---|---|---|
| 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 | 596.6 K | 87.1% | 8.74 K | 0 | 8.74 K |
| ETFs | 69.14 K | 10.1% | 10.74 K | 0 | 10.74 K |
| Debt | 19.21 K | 2.8% | 0 | 90 | -90 |
| Other | 347 | 0.1% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
685,322
Holdings
190
QoQ value change ($000)
19,390
(2.9%)
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.