Capstone Financial Advisors’s Vinci Compass Investments Ltd VINP Stock Holding History

Capstone Financial Advisors’s Portfolio VINP Stock Details VINP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$106K	Hold	10,000	–	–	0.01%	178
2025 Q4	$130K	Hold	10,000	–	–	0.01%	174
2025 Q3	$108K	Hold	10,000	–	–	0.01%	174
2025 Q2	$96.7K	Hold	10,000	–	–	0.01%	163
2025 Q1	$101K	Hold	10,000	–	–	0.01%	146
2024 Q4	$101K	Hold	10,000	–	–	0.01%	146
2024 Q3	$99.3K	Hold	10,000	–	–	0.01%	146
2024 Q2	$109K	Hold	10,000	–	–	0.01%	143
2024 Q1	$113K	Hold	10,000	–	–	0.01%	137
2023 Q4	$110K	Hold	10,000	–	–	0.01%	140
2023 Q3	$102K	Hold	10,000	–	–	0.01%	130
2023 Q2	$93.2K	Hold	10,000	–	–	0.01%	129
2023 Q1	$81.3K	Hold	10,000	–	–	0.01%	125
2022 Q4	$90.4K	Hold	10,000	–	–	0.01%	123
2022 Q3	$103K	Hold	10,000	–	–	0.01%	117
2022 Q2	$107K	Hold	10,000	–	–	0.01%	116
2022 Q1	$139K	Hold	10,000	–	–	0.01%	122
2021 Q4	$107K	Hold	10,000	–	–	0.01%	128
2021 Q3	$130K	Hold	10,000	–	–	0.01%	127
2021 Q2	$145K	Hold	10,000	–	–	0.01%	130
2021 Q1	$132K	Buy	+10,000	New	+$162K	0.01%	121

Other funds holding VINP

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ECM

Endure Capital Management Austin, Texas $146M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capstone Financial Advisors's VINP Position: Q1 2026 in Review

Capstone Financial Advisors held its Vinci Compass Investments Ltd (VINP) position steady in Q1 2026 at 10,000 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #178.

Capstone Financial Advisors first reported a position in VINP in Q1 2021 and has held it in 21 quarters since. The position peaked at $145K in Q2 2021. 44 funds tracked by Wall St. Rank hold VINP as of Q1 2026.

Capstone Financial Advisors held 10,000 shares of Vinci Compass Investments Ltd worth $106K as of Q1 2026.
Capstone Financial Advisors left its Vinci Compass Investments Ltd share count unchanged in Q1 2026.
Vinci Compass Investments Ltd made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #178 holding.
Capstone Financial Advisors first reported a position in Vinci Compass Investments Ltd in Q1 2021 and has held it in 21 quarters since.
Capstone Financial Advisors's Vinci Compass Investments Ltd position peaked at $145K in Q2 2021.
44 funds tracked by Wall St. Rank held Vinci Compass Investments Ltd as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.