CFS
PW

Compass Financial Services’s Power REIT PW Stock Holding History

Compass Financial Services’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$66 – 216
2025
Q4 		$66 Hold
8
– – ﹤0.01% 293
2025
Q3 		$76 Hold
8
– – ﹤0.01% 321
2025
Q2 		$81 Hold
8
– – ﹤0.01% 302
2025
Q1 		$84 Hold
8
– – ﹤0.01% 291
2024
Q4 		$100 Buy
+8
New +$100 ﹤0.01% 203

Other funds holding PW

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $158M AUM