Compass Financial Management
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Compass Financial Management’s Sana Biotechnology SANA Stock Holding History

Compass Financial Management’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,095
Closed -$3.82K – 1781
2026
Q2 		$3.82K Buy
+1,095
New +$3.53K ﹤0.01% 1228

Other funds holding SANA

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BlackRock
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

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

Compass Financial Management sold out of Sana Biotechnology (SANA) in Q3 2026, closing a stake of 1,095 shares — an estimated $3.82K sold.

Compass Financial Management first reported a position in SANA in Q2 2026 and held it in 1 quarter. The position peaked at $3.82K in Q2 2026. 143 funds tracked by Wall St. Rank hold SANA as of Q3 2026.

  • Compass Financial Management reported no remaining Sana Biotechnology position as of Q3 2026 after selling out during the quarter.
  • Compass Financial Management sold 1,095 Sana Biotechnology shares in Q3 2026, an estimated $3.82K.
  • Compass Financial Management first reported a position in Sana Biotechnology in Q2 2026 and held it in 1 quarter.
  • Compass Financial Management's Sana Biotechnology position peaked at $3.82K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held Sana Biotechnology as of Q3 2026.

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