Compass Financial Management’s Platinum Group Metals PLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.49M	Buy	+1,183,225	New	+$1.66M	0.16%	153

Other funds holding PLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

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

Compass Financial Management opened a new position in Platinum Group Metals (PLG) in Q3 2026: 1,183,225 shares worth $1.49M. The stake represents 0.16% of the portfolio and ranks #153 among its holdings.

20 funds tracked by Wall St. Rank hold PLG as of Q3 2026.

Compass Financial Management held 1,183,225 shares of Platinum Group Metals worth $1.49M as of Q3 2026.
Platinum Group Metals was a new Compass Financial Management position in Q3 2026.
Platinum Group Metals made up 0.16% of Compass Financial Management's portfolio in Q3 2026, its #153 holding.
20 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2026.

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