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COMPASS FINANCIAL MANAGEMENT LLC’s Hertz HTZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82 Buy
+36
New +$197 ﹤0.01% 1513

Other funds holding HTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Hertz (HTZ) in Q2 2026: 36 shares worth $82. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings.

147 funds tracked by Wall St. Rank hold HTZ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 36 shares of Hertz worth $82 as of Q2 2026.
  • Hertz was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Hertz made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1513 holding.
  • 147 funds tracked by Wall St. Rank held Hertz as of Q2 2026.

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