Convergence Investment Partners, LLC

Position in STT — State Street Corp

CIK 1456133 PALM BEACH GARDENS, FL

Position in STT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$9,725,203

+$4,386,270 QoQ

Shares Held

57,342

+35.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#261

of 1,248 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $20,788,011 across 3 Asset Management names. STT ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp This page	57,342	$9,725,203
2	NTRS	Northern Trust Corp	55,105	$9,579,453
3	IVZ	Invesco Ltd.	56,209	$1,483,355

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,725,203	57,342	+35.9%	Shares	Sole	2026-07-31
2026-03-31	$5,338,933	42,185	+162.3%	Shares	Sole	2026-05-07
2025-12-31	$2,075,125	16,085	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$1,917,181	16,526	-0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,758,225	16,534	-0.2%	Shares	Sole	2025-08-01
2025-03-31	$1,482,974	16,564	+3.8%	Shares	Sole	2025-05-06
2024-12-31	$1,566,866	15,964	-1.1%	Shares	Sole	2025-01-31
2024-09-30	$1,428,259	16,144	-2.2%	Shares	Sole	2024-10-29
2024-06-30	$1,221,000	16,500	-3.5%	Shares	Sole	2024-08-01
2024-03-31	$1,322,172	17,100	+1.3%	Shares	Sole	2024-05-03
2023-06-30	$1,235,497	16,883	+9.9%	Shares	Sole	2023-07-26
2023-03-31	$1,162,674	15,361	-46.5%	Shares	Sole	2023-05-09
2020-09-30	$1,703,720	28,716	-6.7%	Shares	Sole	2020-10-28
2020-06-30	$1,955,115	30,765	-9.8%	Shares	Sole	2020-07-30
2020-03-31	$1,816,666	34,103	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.