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Compass Financial Group (South Dakota)’s Amazon AMZN Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
4,344
+407
+10% +$102K 0.12% 51
2026
Q1 		$820K Sell
3,937
-94
-2% -$20.7K 0.11% 45
2025
Q4 		$930K Buy
4,031
+103
+3% +$23.6K 0.13% 43
2025
Q3 		$862K Buy
3,928
+35
+0.9% +$7.92K 0.13% 43
2025
Q2 		$854K Buy
3,893
+15
+0.4% +$2.97K 0.14% 42
2025
Q1 		$738K Buy
3,878
+258
+7% +$56K 0.14% 42
2024
Q4 		$794K Buy
3,620
+104
+3% +$21.3K 0.15% 42
2024
Q3 		$655K Buy
3,516
+80
+2% +$14.6K 0.13% 46
2024
Q2 		$664K Buy
3,436
+382
+13% +$70.2K 0.14% 44
2024
Q1 		$551K Buy
3,054
+118
+4% +$19.7K 0.13% 47
2023
Q4 		$446K Buy
2,936
+100
+4% +$14K 0.12% 49
2023
Q3 		$361K Sell
2,836
-80
-3% -$10.7K 0.11% 52
2023
Q2 		$380K Sell
2,916
-191
-6% -$21.8K 0.11% 53
2023
Q1 		$321K Sell
3,107
-17
-0.5% -$1.64K 0.1% 61
2022
Q4 		$262K Buy
+3,124
New +$309K 0.09% 72

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Compass Financial Group (South Dakota)'s AMZN Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Amazon (AMZN) stake by 10% in Q2 2026, buying an estimated $102K and bringing the position to 4,344 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #51.

Compass Financial Group (South Dakota) first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Compass Financial Group (South Dakota) held 4,344 shares of Amazon worth $1.04M as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 407 Amazon shares in Q2 2026, an estimated $102K.
  • Amazon made up 0.12% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #51 holding.
  • Compass Financial Group (South Dakota) first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.