CFM
SI

Compass Financial Management’s Silvergate Capital Corporation SI Stock Holding History

Compass Financial Management’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6 Buy
+8
New +$6 ﹤0.01% 1535

Other funds holding SI

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Compass Financial Management opened a new position in Silvergate Capital Corporation (SI) in Q2 2026: 8 shares worth $6. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings.

3 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Compass Financial Management held 8 shares of Silvergate Capital Corporation worth $6 as of Q2 2026.
  • Silvergate Capital Corporation was a new Compass Financial Management position in Q2 2026.
  • Silvergate Capital Corporation made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1535 holding.
  • 3 funds tracked by Wall St. Rank held Silvergate Capital Corporation as of Q2 2026.

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