CFS
P

Compass Financial Services’s Everpure Inc P Stock Holding History

Compass Financial Services’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,035
Closed -$69.4K – 214
2025
Q4 		$69.4K Buy
1,035
+8
+0.8% +$668 0.03% 81
2025
Q3 		$86.1K Hold
1,027
– – 0.04% 74
2025
Q2 		$59.1K Hold
1,027
– – 0.03% 85
2025
Q1 		$45.5K Buy
1,027
+562
+121% +$33.9K 0.02% 87
2024
Q4 		$28.6K Buy
+465
New +$25.9K 0.02% 90

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Compass Financial Services sold out of Everpure Inc (P) in Q1 2026, closing a stake of 1,035 shares — an estimated $69.4K sold.

Compass Financial Services first reported a position in P in Q4 2024 and held it in 5 quarters. The position peaked at $86.1K in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Compass Financial Services reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 1,035 Everpure Inc shares in Q1 2026, an estimated $69.4K.
  • Compass Financial Services first reported a position in Everpure Inc in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Everpure Inc position peaked at $86.1K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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