Compass Financial Management
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Compass Financial Management’s EnerSys ENS Stock Holding History

Compass Financial Management’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.4K Sell
84
-5,657
-99% -$1.07M ﹤0.01% 1019
2026
Q2 		$1.34M Buy
+5,741
New +$1.25M 0.16% 150

Other funds holding ENS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Compass Financial Management reduced its EnerSys (ENS) stake by 99% in Q3 2026, selling an estimated $1.07M and leaving 84 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Compass Financial Management first reported a position in ENS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.34M in Q2 2026. 447 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

  • Compass Financial Management held 84 shares of EnerSys worth $15.4K as of Q3 2026.
  • Compass Financial Management sold 5,657 EnerSys shares in Q3 2026, an estimated $1.07M.
  • EnerSys made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1019 holding.
  • Compass Financial Management first reported a position in EnerSys in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's EnerSys position peaked at $1.34M in Q2 2026.
  • 447 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

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