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COMPASS FINANCIAL MANAGEMENT LLC’s Broadwind BWEN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42K Buy
+500
New +$1.66K ﹤0.01% 1291

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BWEN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Broadwind (BWEN) in Q2 2026: 500 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings.

26 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 500 shares of Broadwind worth $2.42K as of Q2 2026.
  • Broadwind was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Broadwind made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1291 holding.
  • 26 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.