Compass Financial Management’s Broadwind BWEN Stock Holding History

Compass Financial Management’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42K	Buy	+500	New	+$1.66K	﹤0.01%	1291

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

Compass Financial Management's BWEN Position: Q2 2026 in Review

Compass Financial Management opened a new position in Broadwind (BWEN) in Q2 2026: 500 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings.

55 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

Compass Financial Management held 500 shares of Broadwind worth $2.42K as of Q2 2026.
Broadwind was a new Compass Financial Management position in Q2 2026.
Broadwind made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1291 holding.
55 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.