Compass Financial Management
HODL icon

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
Q3 		$244K Hold
10,332
– – 0.03% 405
2026
Q2 		$176K Buy
+10,332
New +$210K 0.02% 446

Other funds holding HODL

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Bouchey Financial Group
Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

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

Compass Financial Management held its VanEck Bitcoin Trust (HODL) position steady in Q3 2026 at 10,332 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #405.

Compass Financial Management first reported a position in HODL in Q2 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Compass Financial Management held 10,332 shares of VanEck Bitcoin Trust worth $244K as of Q3 2026.
  • Compass Financial Management left its VanEck Bitcoin Trust share count unchanged in Q3 2026.
  • VanEck Bitcoin Trust made up 0.03% of Compass Financial Management's portfolio in Q3 2026, its #405 holding.
  • Compass Financial Management first reported a position in VanEck Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

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