COMPASS FINANCIAL MANAGEMENT LLC’s EnerSys ENS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	+5,741	New	+$1.25M	0.16%	150

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in EnerSys (ENS) in Q2 2026: 5,741 shares worth $1.34M. The stake represents 0.16% of the portfolio and ranks #150 among its holdings.

353 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,741 shares of EnerSys worth $1.34M as of Q2 2026.
EnerSys was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
EnerSys made up 0.16% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #150 holding.
353 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

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