Commonwealth Financial Services
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Commonwealth Financial Services’s Compass COMP Stock Holding History

Commonwealth Financial Services’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$93.9K Buy
10,569
+231
+2% +$2.62K 0.02% 281
2026
Q2 		$127K Buy
+10,338
New +$86.1K 0.02% 303

Other funds holding COMP

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Financial Services's COMP Position: Q3 2026 in Review

Commonwealth Financial Services increased its Compass (COMP) stake by 2.2% in Q3 2026, buying an estimated $2.62K and bringing the position to 10,569 shares worth $93.9K. The position accounts for 0.02% of the portfolio, ranked #281.

Commonwealth Financial Services first reported a position in COMP in Q2 2026 and has held it in 2 quarters since. The position peaked at $127K in Q2 2026. 314 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Commonwealth Financial Services held 10,569 shares of Compass worth $93.9K as of Q3 2026.
  • Commonwealth Financial Services bought 231 Compass shares in Q3 2026, an estimated $2.62K.
  • Compass made up 0.02% of Commonwealth Financial Services's portfolio in Q3 2026, its #281 holding.
  • Commonwealth Financial Services first reported a position in Compass in Q2 2026 and has held it in 2 quarters since.
  • Commonwealth Financial Services's Compass position peaked at $127K in Q2 2026.
  • 314 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.