Compass Financial Management
XPO icon

Compass Financial Management’s XPO XPO Stock Holding History

Compass Financial Management’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.4K Sell
25
-75
-75% -$14.7K ﹤0.01% 1313
2026
Q2 		$20.5K Buy
+100
New +$21.2K ﹤0.01% 889

Other funds holding XPO

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MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Compass Financial Management reduced its XPO (XPO) stake by 75% in Q3 2026, selling an estimated $14.7K and leaving 25 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Compass Financial Management first reported a position in XPO in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.5K in Q2 2026. 602 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Compass Financial Management held 25 shares of XPO worth $4.4K as of Q3 2026.
  • Compass Financial Management sold 75 XPO shares in Q3 2026, an estimated $14.7K.
  • XPO made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1313 holding.
  • Compass Financial Management first reported a position in XPO in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's XPO position peaked at $20.5K in Q2 2026.
  • 602 funds tracked by Wall St. Rank held XPO as of Q3 2026.

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