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Trust For Professional Man shares owned by Convergence Financial

Quarter-by-quarter ownership of Trust For Professional Man (STBF) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $703k 28k 25.38

More positions owned by Convergence Financial

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str Sp400val (MDYV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Ishares Tr Msci Usa Mmentm (MTUM)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust St Str Aggre Etf (SPAB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Convergence Financial

Top funds holding Trust For Professional Man

Rothschild Investment
DKM Wealth Management
Blue Jean Financial
Winebrenner Capital Management
Axxcess Wealth Management
Private Advisor
LPL Financial
Bellevue Asset Management
Chicago Wealth Management
Convergence Financial
Acorn Wealth Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Summit Financial
Commonwealth Equity Services

View all funds holding Trust For Professional Man