Convergence Financial’s Spire SR Stock Holding History

Convergence Financial’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$397K	Buy	+5,218	New	+$423K	0.06%	187

Other funds holding SR

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Convergence Financial's SR Position: Q3 2026 in Review

Convergence Financial opened a new position in Spire (SR) in Q3 2026: 5,218 shares worth $397K. The stake represents 0.06% of the portfolio and ranks #187 among its holdings.

86 funds tracked by Wall St. Rank hold SR as of Q3 2026.

Convergence Financial held 5,218 shares of Spire worth $397K as of Q3 2026.
Spire was a new Convergence Financial position in Q3 2026.
Spire made up 0.06% of Convergence Financial's portfolio in Q3 2026, its #187 holding.
86 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.