Compass Financial Management
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Compass Financial Management’s Kinder Morgan KMI Stock Holding History

Compass Financial Management’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$575K Sell
19,071
-590
-3% -$18.7K 0.06% 264
2026
Q2 		$618K Buy
+19,661
New +$634K 0.07% 240

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JP Morgan Chase
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Invesco
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ClearBridge Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Compass Financial Management reduced its Kinder Morgan (KMI) stake by 3% in Q3 2026, selling an estimated $18.7K and leaving 19,071 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #264.

Compass Financial Management first reported a position in KMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $618K in Q2 2026. 1,497 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • Compass Financial Management held 19,071 shares of Kinder Morgan worth $575K as of Q3 2026.
  • Compass Financial Management sold 590 Kinder Morgan shares in Q3 2026, an estimated $18.7K.
  • Kinder Morgan made up 0.06% of Compass Financial Management's portfolio in Q3 2026, its #264 holding.
  • Compass Financial Management first reported a position in Kinder Morgan in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Kinder Morgan position peaked at $618K in Q2 2026.
  • 1,497 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

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