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Convergence Investment Partners, LLC: WFC position timeline

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

Convergence Investment Partners, LLC held 5,523 WFC 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 5,523 shares
    Change vs previous 13F -40,469 shares

    0.04% of the 13F portfolio, value $456,447.

    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 45,992 shares
    Change vs previous 13F -4,267 shares

    0.6% of the 13F portfolio, value $3,661,388.

    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 50,259 shares
    Change vs previous 13F +6,024 shares

    0.93% of the 13F portfolio, value $4,684,096.

    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 44,235 shares
    Change vs previous 13F -2,959 shares

    0.83% of the 13F portfolio, value $3,707,775.

    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 47,194 shares
    Change vs previous 13F -5,484 shares

    0.96% of the 13F portfolio, value $3,781,208.

    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 52,678 shares
    Change vs previous 13F -6,691 shares

    1.05% of the 13F portfolio, value $3,781,735.

    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 59,369 shares
    Change vs previous 13F +7,286 shares

    0.93% of the 13F portfolio, value $4,170,082.

    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 52,083 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,942,189.

    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).