Ameritas Investment Partners’s Compass COMP Stock Holding History

Ameritas Investment Partners’s Portfolio COMP Stock Details COMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$389K	Buy	53,192 +12,661	+31%	+$133K	0.01%	920
2025 Q4	$428K	Buy	40,531 +1,482	+4%	+$13.5K	0.01%	866
2025 Q3	$314K	Sell	39,049 -7,508	-16%	-$60.8K	0.01%	998
2025 Q2	$292K	Buy	46,557 +9,299	+25%	+$63.7K	0.01%	1083
2025 Q1	$325K	Sell	37,258 -1,193	-3%	-$9.45K	0.01%	998
2024 Q4	$225K	Hold	38,451	–	–	0.01%	1252
2024 Q3	$235K	Buy	38,451 +2,730	+8%	+$13.4K	0.01%	1209
2024 Q2	$129K	Buy	35,721 +6,035	+20%	+$22.1K	﹤0.01%	1573
2024 Q1	$107K	Hold	29,686	–	–	﹤0.01%	1692
2023 Q4	$112K	Hold	29,686	–	–	﹤0.01%	1658
2023 Q3	$86.1K	Buy	29,686 +7,413	+33%	+$26.2K	﹤0.01%	1760
2023 Q2	$78K	Hold	22,273	–	–	﹤0.01%	1760
2023 Q1	$71.9K	Buy	22,273 +2,723	+14%	+$9.34K	﹤0.01%	1753
2022 Q4	$66.9K	Hold	19,550	–	–	﹤0.01%	1863
2022 Q3	$45K	Hold	19,550	–	–	﹤0.01%	2051
2022 Q2	$70K	Buy	+19,550	New	+$107K	﹤0.01%	1747

Other funds holding COMP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Ameritas Investment Partners's COMP Position: Q1 2026 in Review

Ameritas Investment Partners increased its Compass (COMP) stake by 31% in Q1 2026, buying an estimated $133K and bringing the position to 53,192 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #920.

Ameritas Investment Partners first reported a position in COMP in Q2 2022 and has held it in 16 quarters since. The position peaked at $428K in Q4 2025. 416 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

Ameritas Investment Partners held 53,192 shares of Compass worth $389K as of Q1 2026.
Ameritas Investment Partners bought 12,661 Compass shares in Q1 2026, an estimated $133K.
Compass made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #920 holding.
Ameritas Investment Partners first reported a position in Compass in Q2 2022 and has held it in 16 quarters since.
Ameritas Investment Partners's Compass position peaked at $428K in Q4 2025.
416 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.