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Compass Financial Management’s Workhorse Group WKHS Stock Holding History

Compass Financial Management’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3 Buy
+1
New +$3 ﹤0.01% 1538

Other funds holding WKHS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

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

Compass Financial Management opened a new position in Workhorse Group (WKHS) in Q2 2026: 1 share worth $3. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Compass Financial Management held 1 share of Workhorse Group worth $3 as of Q2 2026.
  • Workhorse Group was a new Compass Financial Management position in Q2 2026.
  • Workhorse Group made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1538 holding.
  • 65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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