Compass Financial Management’s CleanCore Solutions ZONE Stock Holding History

Compass Financial Management’s Portfolio ZONE Stock Details ZONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239	Buy	+725	New	+$403	﹤0.01%	1472

Other funds holding ZONE

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.59% 1-Year Est. Return

Mozayyx Management Austin, Texas $104M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Compass Financial Management opened a new position in CleanCore Solutions (ZONE) in Q2 2026: 725 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings.

43 funds tracked by Wall St. Rank hold ZONE as of Q2 2026.

Compass Financial Management held 725 shares of CleanCore Solutions worth $239 as of Q2 2026.
CleanCore Solutions was a new Compass Financial Management position in Q2 2026.
CleanCore Solutions made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1472 holding.
43 funds tracked by Wall St. Rank held CleanCore Solutions as of Q2 2026.

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