Compass Financial Management’s VanEck Bitcoin Trust HODL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Buy	+10,332	New	+$210K	0.02%	446

Other funds holding HODL

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Compass Financial Management opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2026: 10,332 shares worth $176K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings.

123 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Compass Financial Management held 10,332 shares of VanEck Bitcoin Trust worth $176K as of Q2 2026.
VanEck Bitcoin Trust was a new Compass Financial Management position in Q2 2026.
VanEck Bitcoin Trust made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #446 holding.
123 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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