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 Q2	$127K	Buy	+10,338	New	+$86.1K	0.02%	303

Other funds holding COMP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Commonwealth Financial Services's COMP Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in Compass (COMP) in Q2 2026: 10,338 shares worth $127K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings.

38 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

Commonwealth Financial Services held 10,338 shares of Compass worth $127K as of Q2 2026.
Compass was a new Commonwealth Financial Services position in Q2 2026.
Compass made up 0.02% of Commonwealth Financial Services's portfolio in Q2 2026, its #303 holding.
38 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.