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Compass Wealth Management’s Cabaletta Bio CABA Stock Holding History

Compass Wealth Management’s Portfolio CABA Stock Details CABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18 Buy
+9
New +$25 ﹤0.01% 417

Other funds holding CABA

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Compass Wealth Management's CABA Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Cabaletta Bio (CABA) in Q3 2026: 9 shares worth $18. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

9 funds tracked by Wall St. Rank hold CABA as of Q3 2026.

  • Compass Wealth Management held 9 shares of Cabaletta Bio worth $18 as of Q3 2026.
  • Cabaletta Bio was a new Compass Wealth Management position in Q3 2026.
  • Cabaletta Bio made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #417 holding.
  • 9 funds tracked by Wall St. Rank held Cabaletta Bio as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.