CPIG
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Chicago Partners Investment Group’s Compass COMP Stock Holding History

Chicago Partners Investment Group’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 		$321K Buy
29,745
+6,523
+28% +$54.3K 0.01% 1209
2026
Q1 		$184K Buy
+23,222
New +$244K ﹤0.01% 1355

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Chicago Partners Investment Group's COMP Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Compass (COMP) stake by 28% in Q2 2026, buying an estimated $54.3K and bringing the position to 29,745 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1209.

Chicago Partners Investment Group first reported a position in COMP in Q1 2026 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Chicago Partners Investment Group held 29,745 shares of Compass worth $321K as of Q2 2026.
  • Chicago Partners Investment Group bought 6,523 Compass shares in Q2 2026, an estimated $54.3K.
  • Compass made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1209 holding.
  • Chicago Partners Investment Group first reported a position in Compass in Q1 2026 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.