CFO
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CVA Family Office’s Compass COMP Stock Holding History

CVA Family Office’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14K Buy
336
+239
+246% +$1.99K ﹤0.01% 1331
2026
Q1 		$709 Hold
97
– – ﹤0.01% 1703
2025
Q4 		$1.02K Hold
97
– – ﹤0.01% 1096
2025
Q3 		$779 Hold
97
– – ﹤0.01% 1167
2025
Q2 		$609 Hold
97
– – ﹤0.01% 1182
2025
Q1 		$847 Hold
97
– – ﹤0.01% 1146
2024
Q4 		$567 Hold
97
– – ﹤0.01% 1199
2024
Q3 		$593 Buy
+97
New +$477 ﹤0.01% 1164

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

CVA Family Office's COMP Position: Q2 2026 in Review

CVA Family Office increased its Compass (COMP) stake by 246% in Q2 2026, buying an estimated $1.99K and bringing the position to 336 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

CVA Family Office first reported a position in COMP in Q3 2024 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • CVA Family Office held 336 shares of Compass worth $4.14K as of Q2 2026.
  • CVA Family Office bought 239 Compass shares in Q2 2026, an estimated $1.99K.
  • Compass made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1331 holding.
  • CVA Family Office first reported a position in Compass in Q3 2024 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.