CFML
ZONE

COMPASS FINANCIAL MANAGEMENT LLC’s CleanCore Solutions ZONE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239 Buy
+725
New +$403 ﹤0.01% 1472

Other funds holding ZONE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in CleanCore Solutions (ZONE) in Q2 2026: 725 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings.

25 funds tracked by Wall St. Rank hold ZONE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 725 shares of CleanCore Solutions worth $239 as of Q2 2026.
  • CleanCore Solutions was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • CleanCore Solutions made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1472 holding.
  • 25 funds tracked by Wall St. Rank held CleanCore Solutions as of Q2 2026.

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