CFM
BZH icon

Compass Financial Management’s Beazer Homes USA BZH Stock Holding History

Compass Financial Management’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Buy
+60
New +$1.42K ﹤0.01% 1317

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Compass Financial Management opened a new position in Beazer Homes USA (BZH) in Q2 2026: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

169 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • Compass Financial Management held 60 shares of Beazer Homes USA worth $2K as of Q2 2026.
  • Beazer Homes USA was a new Compass Financial Management position in Q2 2026.
  • Beazer Homes USA made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1317 holding.
  • 169 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

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