Convergence Financial, LLC
Convergence Financial, LLC reported 272 positions worth $1.26B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: SPYG (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $97.3M | 7.74% | 817,671 | — | — | |
| ▸ 2 | SPYV | SH | $73.6M | 5.86% | 1,211,498 | — | — | |
| ▸ 3 | JAVA | SH | $43.8M | 3.49% | 552,018 | — | — | |
| ▸ 4 | SLYG | SH | $43.5M | 3.46% | 365,342 | — | — | |
| ▸ 5 | MDYG | SH | $42.0M | 3.34% | 374,287 | — | — | |
| ▸ 6 | SLYV | SH | $41.6M | 3.31% | 381,642 | — | — | |
| ▸ 7 | MDYV | SH | $40.0M | 3.18% | 422,035 | — | — | |
| ▸ 8 | XLK | SH | $40.0M | 3.18% | 209,968 | — | — | |
| ▸ 9 | FLCO | SH | $39.8M | 3.17% | 1,857,864 | — | — | |
| ▸ 10 | TBLL | SH | $36.2M | 2.87% | 342,489 | — | — |
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Frequently Asked Questions
What stocks does Convergence Financial, LLC hold as of Q2 2026?
Convergence Financial, LLC reported 272 positions worth $1.26B in its Q2 2026 13F filing. Largest positions: SPYG (7.7%), SPYV (5.9%), JAVA (3.5%), SLYG (3.5%) and MDYG (3.3%).
What did Convergence Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Convergence Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.