Compass Financial Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.22K	Buy	+196	New	+$5.77K	﹤0.01%	1174

Other funds holding DBC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

Compass Financial Management opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2026: 196 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings.

210 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

Compass Financial Management held 196 shares of Invesco DB Commodity Index Tracking Fund worth $5.22K as of Q2 2026.
Invesco DB Commodity Index Tracking Fund was a new Compass Financial Management position in Q2 2026.
Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1174 holding.
210 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

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