CFS
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Compass Financial Services’s Arm ARM Stock Holding History

Compass Financial Services’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-59
Closed -$6.45K – 68
2025
Q4 		$6.45K Hold
59
– – ﹤0.01% 223
2025
Q3 		$8.35K Hold
59
– – ﹤0.01% 215
2025
Q2 		$9.54K Hold
59
– – ﹤0.01% 197
2025
Q1 		$6.3K Hold
59
– – ﹤0.01% 219
2024
Q4 		$7.28K Buy
+59
New +$8.32K ﹤0.01% 149

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Compass Financial Services's ARM Position: Q1 2026 in Review

Compass Financial Services sold out of Arm (ARM) in Q1 2026, closing a stake of 59 shares — an estimated $6.45K sold.

Compass Financial Services first reported a position in ARM in Q4 2024 and held it in 5 quarters. The position peaked at $9.54K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Compass Financial Services reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 59 Arm shares in Q1 2026, an estimated $6.45K.
  • Compass Financial Services first reported a position in Arm in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Arm position peaked at $9.54K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.