Compass Financial Services
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Compass Financial Services’s CrowdStrike CRWD Stock Holding History

Compass Financial Services’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$225K Buy
+848
New +$180K 0.08% 56
2026
Q1 		– Sell
-848
Closed -$99.4K – 93
2025
Q4 		$99.4K Buy
848
+80
+10% +$10.2K 0.04% 68
2025
Q3 		$94.2K Hold
768
– – 0.04% 72
2025
Q2 		$97.8K Hold
768
– – 0.05% 69
2025
Q1 		$67.7K Buy
768
+204
+36% +$19.4K 0.04% 68
2024
Q4 		$48.2K Buy
+564
New +$46.9K 0.03% 69

Other funds holding CRWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Compass Financial Services's CRWD Position: Q3 2026 in Review

Compass Financial Services opened a new position in CrowdStrike (CRWD) in Q3 2026: 848 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings. This is a return to the name: Compass Financial Services previously reported a position in CRWD as recently as Q4 2025.

Compass Financial Services first reported a position in CRWD in Q4 2024 and has held it in 6 quarters since. 1,732 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Compass Financial Services held 848 shares of CrowdStrike worth $225K as of Q3 2026.
  • CrowdStrike was a new Compass Financial Services position in Q3 2026.
  • CrowdStrike made up 0.08% of Compass Financial Services's portfolio in Q3 2026, its #56 holding.
  • Compass Financial Services first reported a position in CrowdStrike in Q4 2024 and has held it in 6 quarters since.
  • 1,732 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Compass Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.