COMPASS FINANCIAL MANAGEMENT LLC’s Expand Energy Corp EXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.9K	Buy	+482	New	+$45.8K	0.01%	706

Other funds holding EXE

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Expand Energy Corp (EXE) in Q2 2026: 482 shares worth $44.9K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

624 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 482 shares of Expand Energy Corp worth $44.9K as of Q2 2026.
Expand Energy Corp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Expand Energy Corp made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #706 holding.
624 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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