Compass Financial Management
XPEL icon

Compass Financial Management’s XPEL XPEL Stock Holding History

Compass Financial Management’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13K Hold
294
– – ﹤0.01% 1060
2026
Q2 		$14.6K Buy
+294
New +$13.4K ﹤0.01% 969

Other funds holding XPEL

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SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

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

Compass Financial Management held its XPEL (XPEL) position steady in Q3 2026 at 294 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Compass Financial Management first reported a position in XPEL in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.6K in Q2 2026. 179 funds tracked by Wall St. Rank hold XPEL as of Q3 2026.

  • Compass Financial Management held 294 shares of XPEL worth $13K as of Q3 2026.
  • Compass Financial Management left its XPEL share count unchanged in Q3 2026.
  • XPEL made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1060 holding.
  • Compass Financial Management first reported a position in XPEL in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's XPEL position peaked at $14.6K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held XPEL as of Q3 2026.

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