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Community Financial Services Group’s Compass Diversified CODI Stock Holding History

Community Financial Services Group’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64K Hold
400
– – ﹤0.01% 437
2026
Q1 		$3.27K Buy
+400
New +$2.55K ﹤0.01% 389

Other funds holding CODI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Community Financial Services Group's CODI Position: Q2 2026 in Review

Community Financial Services Group held its Compass Diversified (CODI) position steady in Q2 2026 at 400 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Community Financial Services Group first reported a position in CODI in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • Community Financial Services Group held 400 shares of Compass Diversified worth $4.64K as of Q2 2026.
  • Community Financial Services Group left its Compass Diversified share count unchanged in Q2 2026.
  • Compass Diversified made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #437 holding.
  • Community Financial Services Group first reported a position in Compass Diversified in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.