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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
Q3 		– Sell
-24,711
Closed -$146K – 123
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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KF
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WPC
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PCM
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CC
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FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWP
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WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Compass Financial Group (South Dakota)'s PTON Position: Q3 2026 in Review

Compass Financial Group (South Dakota) sold out of Peloton Interactive (PTON) in Q3 2026, closing a stake of 24,711 shares — an estimated $146K sold.

Compass Financial Group (South Dakota) first reported a position in PTON in Q3 2025 and held it in 4 quarters. The position peaked at $267K in Q3 2025. 16 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Compass Financial Group (South Dakota) reported no remaining Peloton Interactive position as of Q3 2026 after selling out during the quarter.
  • Compass Financial Group (South Dakota) sold 24,711 Peloton Interactive shares in Q3 2026, an estimated $146K.
  • Compass Financial Group (South Dakota) first reported a position in Peloton Interactive in Q3 2025 and held it in 4 quarters.
  • Compass Financial Group (South Dakota)'s Peloton Interactive position peaked at $267K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.