Convergence Financial, LLC

Position in BLK — BlackRock, Inc.

CIK 2034001 COLUMBIA, MO

Position in BLK

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$504,897

-$212,230 QoQ

Shares Held

525

-21.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Convergence Financial, LLC holds $910,642 across 3 Asset Management names. BLK ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	525	$504,897
2	PDX	PIMCO Dynamic Income Strategy Fund	9,547	$210,606
3	PDI	PIMCO Dynamic Income Fund	11,405	$195,139

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$504,897	525	-21.6%	Shares	Sole	2026-05-11
2025-12-31	$717,127	670	-8.1%	Shares	Sole	2026-02-11
2025-09-30	$849,919	729	-4.1%	Shares	Sole	2025-11-10
2025-06-30	$797,430	760	+0.3%	Shares	Sole	2025-08-06
2025-03-31	$717,431	758	-3.2%	Shares	Sole	2025-04-25
2024-12-31	$802,661	783	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.