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COMPASS FINANCIAL MANAGEMENT LLC’s Workhorse Group WKHS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3 Buy
+1
New +$3 ﹤0.01% 1538

Other funds holding WKHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Workhorse Group (WKHS) in Q2 2026: 1 share worth $3. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

46 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1 share of Workhorse Group worth $3 as of Q2 2026.
  • Workhorse Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Workhorse Group made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1538 holding.
  • 46 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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