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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Convergence Financial's SPGI Position: Q1 2026 in Review

Convergence Financial reduced its S&P Global (SPGI) stake by 35% in Q1 2026, selling an estimated $176K and leaving 707 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #184.

Convergence Financial first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $568K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Convergence Financial held 707 shares of S&P Global worth $301K as of Q1 2026.
  • Convergence Financial sold 379 S&P Global shares in Q1 2026, an estimated $176K.
  • S&P Global made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #184 holding.
  • Convergence Financial first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's S&P Global position peaked at $568K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.