Compass Financial Management
DXYZ icon

Compass Financial Management’s Destiny Tech100 DXYZ Stock Holding History

Compass Financial Management’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62.8K Sell
2,036
-364
-15% -$10.5K 0.01% 691
2026
Q2 		$59.4K Buy
+2,400
New +$90.3K 0.01% 656

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LPL Financial
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Jump Financial
Jump Financial Chicago, Illinois $13.9B AUM 45.06% 1-Year Est. Return
Marathon Trading Investment Management
Marathon Trading Investment Management Radnor, Pennsylvania $3.68B AUM 18.76% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Centiva Capital
Centiva Capital New York $9.07B AUM 23.43% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Compass Financial Management's DXYZ Position: Q3 2026 in Review

Compass Financial Management reduced its Destiny Tech100 (DXYZ) stake by 15% in Q3 2026, selling an estimated $10.5K and leaving 2,036 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #691.

Compass Financial Management first reported a position in DXYZ in Q2 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Compass Financial Management held 2,036 shares of Destiny Tech100 worth $62.8K as of Q3 2026.
  • Compass Financial Management sold 364 Destiny Tech100 shares in Q3 2026, an estimated $10.5K.
  • Destiny Tech100 made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #691 holding.
  • Compass Financial Management first reported a position in Destiny Tech100 in Q2 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.