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COMPASS FINANCIAL MANAGEMENT LLC’s Planet Labs PL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.76K Buy
+157
New +$5.8K ﹤0.01% 1231

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American Century Companies
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Geode Capital Management
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State Street
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Planet Labs (PL) in Q2 2026: 157 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings.

320 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 157 shares of Planet Labs worth $3.76K as of Q2 2026.
  • Planet Labs was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Planet Labs made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1231 holding.
  • 320 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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