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Compass Financial Management’s Portland General Electric POR Stock Holding History

Compass Financial Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Buy
+100
New +$5.07K ﹤0.01% 1188

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Compass Financial Management opened a new position in Portland General Electric (POR) in Q2 2026: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings.

471 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Compass Financial Management held 100 shares of Portland General Electric worth $5K as of Q2 2026.
  • Portland General Electric was a new Compass Financial Management position in Q2 2026.
  • Portland General Electric made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1188 holding.
  • 471 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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