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Convergence Financial’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Convergence Financial’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$895K Buy
10,116
+5,524
+120% +$480K 0.07% 134
2026
Q1 		$359K Buy
4,592
+746
+19% +$61K 0.04% 172
2025
Q4 		$316K Buy
3,846
+534
+16% +$43.7K 0.05% 157
2025
Q3 		$268K Buy
+3,312
New +$259K 0.04% 167

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Convergence Financial's CATH Position: Q2 2026 in Review

Convergence Financial increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 120% in Q2 2026, buying an estimated $480K and bringing the position to 10,116 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #134.

Convergence Financial first reported a position in CATH in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Convergence Financial held 10,116 shares of Global X S&P 500 Catholic Values ETF worth $895K as of Q2 2026.
  • Convergence Financial bought 5,524 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $480K.
  • Global X S&P 500 Catholic Values ETF made up 0.07% of Convergence Financial's portfolio in Q2 2026, its #134 holding.
  • Convergence Financial first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.