COMPASS FINANCIAL MANAGEMENT LLC’s Beazer Homes USA BZH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BZH Stock Details BZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2K	Buy	+60	New	+$1.42K	﹤0.01%	1317

Other funds holding BZH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Winslow Asset Management Beachwood, Ohio $575M AUM 36.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RHAM

Round Hill Asset Management Pasadena, California $159M AUM 8.03% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Beazer Homes USA (BZH) in Q2 2026: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

97 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 60 shares of Beazer Homes USA worth $2K as of Q2 2026.
Beazer Homes USA was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Beazer Homes USA made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1317 holding.
97 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

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