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Convergence Investment Partners, LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Investment Partners, LLC on BNY, newest first. How the timeline and the estimate are built.

Convergence Investment Partners, LLC held 59,706 BNY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,706 shares
    Change vs previous 13F +17,016 shares

    0.82% of the 13F portfolio, value $8,634,098.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,690 shares
    Change vs previous 13F -13,615 shares

    0.83% of the 13F portfolio, value $5,064,338.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,305 shares
    Change vs previous 13F -3,160 shares

    1.3% of the 13F portfolio, value $6,536,393.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,465 shares
    Change vs previous 13F +4,049 shares

    1.45% of the 13F portfolio, value $6,479,355.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,416 shares
    Change vs previous 13F +19,031 shares

    1.28% of the 13F portfolio, value $5,048,936.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,385 shares
    Change vs previous 13F -323 shares

    0.84% of the 13F portfolio, value $3,051,586.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,708 shares
    Change vs previous 13F -249 shares

    0.63% of the 13F portfolio, value $2,820,260.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,957 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,655,740.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).