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Convergence Financial - Q4 2025 13F Filings

CO

Convergence Financial, LLC

CIK: 0002034001
Address: Missouri Columbia 3919 S Providence Rd
$685.32 M
Portfolio Value
190
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IDEV Ishares Core Msci Dev Mkts
+$9.84 M
2. XLK Technology Select Sector Spdr Fund
+$8.82 M
3. HDV Ishares Core High Dividend Etf
+$4.59 M
4. MTBA Simplify Mbs Etf
+$3.23 M
5. PHEQ Parametric Hedged Equity Etf
+$3.01 M
6. GEV Ge Vernova
+$2.7 M

Top Sells

Q4 2025
1. SPY Spdr S&P 500 Etf Trust
−$4.4 M
2. UNP Union Pacific Corporation
−$2.3 M
3. FTNT Fortinet
−$1.86 M
4. FESM Fidelity Enhanced Small Cap Etf
−$1.77 M
5. SPDW Spdr Portfolio Developed World Ex-Us Etf
−$1.41 M

Asset Allocation

Stocks/ETFs
+4.33%
$685.32 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Convergence Financial Q4 2025 Filing Summary

Convergence Financial, LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 685.32 M reflecting a +2.91% change from the prior quarter, spanning 190 assets. The top 10 holdings comprised 43.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 14 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Convergence Financial’s Q4 2025 Filing

Convergence Financial submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Convergence Financial reported a managed portfolio value of 685.32 M, consisting of 190 individual positions.

This page displays the raw filing documents. To see which stocks Convergence Financial bought or sold during Q4 2025, please visit Convergence Financial's Portfolio Analysis page.