Barnes Dennig Private Wealth Management’s Compass COMP Stock Holding History

Barnes Dennig Private Wealth Management’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 Q2	$801	Buy	+65	New	+$541	﹤0.01%	337

Other funds holding COMP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Barnes Dennig Private Wealth Management's COMP Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in Compass (COMP) in Q2 2026: 65 shares worth $801. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

28 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

Barnes Dennig Private Wealth Management held 65 shares of Compass worth $801 as of Q2 2026.
Compass was a new Barnes Dennig Private Wealth Management position in Q2 2026.
Compass made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #337 holding.
28 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.