CFML
NWBO

COMPASS FINANCIAL MANAGEMENT LLC’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio NWBO Stock Details NWBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Buy
+1,215,500
New +$227K 0.03% 400

Other funds holding NWBO

KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $231M AUM

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Northwest Biotherapeutics, Inc. Common stock (NWBO) in Q2 2026: 1,215,500 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #400 among its holdings.

9 funds tracked by Wall St. Rank hold NWBO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,215,500 shares of Northwest Biotherapeutics, Inc. Common stock worth $227K as of Q2 2026.
  • Northwest Biotherapeutics, Inc. Common stock was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Northwest Biotherapeutics, Inc. Common stock made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #400 holding.
  • 9 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q2 2026.

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