Convergence Financial, LLC

Position in TGT — Target Corp

CIK 2034001 COLUMBIA, MO

Position in TGT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$311,896

+$31,440 QoQ

Shares Held

2,388

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,269

of 1,872 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Consumer Defensive · as of Jun 30, 2026

Convergence Financial, LLC holds $8,199,510 across 4 Discount Stores names. TGT ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	5,326	$4,982,313
2	WMT	Walmart Inc.	22,440	$2,541,554
3	DG	Dollar General Corp	3,160	$363,747
4	TGT	Target Corp This page	2,388	$311,896

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,896	2,388	+3.2%	Shares	Sole	2026-08-05
2026-03-31	$280,456	2,314	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.