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S&p Global shares owned by Convergence Financial

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in S&p Global

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All positions including S&p Global held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $568k 1.1k 522.65
2025-09-30 $405k 832 486.79
2025-06-30 $439k 832 527.36
2025-03-31 $424k 834 508.15

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global