CFML
XERS icon

COMPASS FINANCIAL MANAGEMENT LLC’s Xeris Biopharma Holdings XERS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.92K Buy
+1,000
New +$6.39K ﹤0.01% 1104

Other funds holding XERS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Xeris Biopharma Holdings (XERS) in Q2 2026: 1,000 shares worth $7.92K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

134 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,000 shares of Xeris Biopharma Holdings worth $7.92K as of Q2 2026.
  • Xeris Biopharma Holdings was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Xeris Biopharma Holdings made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1104 holding.
  • 134 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

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