Convergence Investment Partners, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1456133
PALM BEACH GARDENS, FL
Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$432,866
-$1,001,087 QoQ
Shares Held
428
-74.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,289
of 3,124 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Convergence Investment Partners, LLC holds $27,850,769 across 6 Capital Markets names. GS ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
75,981 | $9,003,748 | |
| 2 | EVR |
Evercore Inc.
|
17,656 | $6,028,464 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
95,019 | $5,660,281 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
47,879 | $4,167,388 | |
| 5 | MS |
Morgan Stanley
|
12,237 | $2,558,022 | |
| 6 | GS |
Goldman Sachs Group Inc
This page
|
428 | $432,866 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,866 | 428 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,433,953 | 1,695 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $452,685 | 515 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $422,861 | 531 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $501,087 | 708 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $403,162 | 738 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $485,581 | 848 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $425,299 | 859 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $394,423 | 872 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $374,667 | 897 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,743,294 | 4,519 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,515,601 | 4,684 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,492,070 | 4,626 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $239,771 | 733 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $253,757 | 739 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $231,509 | 790 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $239,398 | 806 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,194,631 | 3,619 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,680,924 | 4,394 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,810,385 | 4,789 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,462,770 | 6,489 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,741,241 | 8,383 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,327,240 | 8,825 | Shares | Sole | 2021-02-05 | |
| 2020-06-30 | $1,903,080 | 9,630 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,733,263 | 11,212 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||