COMPASS FINANCIAL MANAGEMENT LLC’s Farmland Partners FPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77K	Buy	+284	New	+$3.03K	﹤0.01%	1275

Other funds holding FPI

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

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Farmland Partners (FPI) in Q2 2026: 284 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings.

108 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 284 shares of Farmland Partners worth $2.77K as of Q2 2026.
Farmland Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Farmland Partners made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1275 holding.
108 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

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