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Compass Financial Group (South Dakota)’s Peloton Interactive PTON Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Sell
24,711
-5,000
-17% -$27K 0.02% 118
2026
Q1 		$127K Hold
29,711
– – 0.02% 104
2025
Q4 		$183K Hold
29,711
– – 0.03% 101
2025
Q3 		$267K Buy
+29,711
New +$221K 0.04% 84

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

Compass Financial Group (South Dakota) reduced its Peloton Interactive (PTON) stake by 17% in Q2 2026, selling an estimated $27K and leaving 24,711 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #118.

Compass Financial Group (South Dakota) first reported a position in PTON in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q3 2025. 204 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Compass Financial Group (South Dakota) held 24,711 shares of Peloton Interactive worth $146K as of Q2 2026.
  • Compass Financial Group (South Dakota) sold 5,000 Peloton Interactive shares in Q2 2026, an estimated $27K.
  • Peloton Interactive made up 0.02% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #118 holding.
  • Compass Financial Group (South Dakota) first reported a position in Peloton Interactive in Q3 2025 and has held it in 4 quarters since.
  • Compass Financial Group (South Dakota)'s Peloton Interactive position peaked at $267K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

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