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Convergence Financial’s S&P Global SPGI Stock Holding History

Convergence Financial’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$566K Buy
1,390
+683
+97% +$288K 0.05% 162
2026
Q1 		$301K Sell
707
-379
-35% -$176K 0.03% 184
2025
Q4 		$568K Buy
1,086
+254
+31% +$126K 0.08% 115
2025
Q3 		$405K Hold
832
– – 0.06% 137
2025
Q2 		$439K Sell
832
-2
-0.2% -$998 0.08% 123
2025
Q1 		$424K Sell
834
-8
-1% -$4.09K 0.08% 113
2024
Q4 		$419K Sell
842
-37
-4% -$18.8K 0.08% 102
2024
Q3 		$454K Buy
879
+50
+6% +$24.7K 0.1% 97
2024
Q2 		$370K Buy
+829
New +$356K 0.1% 109

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Convergence Financial's SPGI Position: Q2 2026 in Review

Convergence Financial increased its S&P Global (SPGI) stake by 97% in Q2 2026, buying an estimated $288K and bringing the position to 1,390 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #162.

Convergence Financial first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Convergence Financial held 1,390 shares of S&P Global worth $566K as of Q2 2026.
  • Convergence Financial bought 683 S&P Global shares in Q2 2026, an estimated $288K.
  • S&P Global made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #162 holding.
  • Convergence Financial first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • Convergence Financial's S&P Global position peaked at $568K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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