FFA
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Farther Finance Advisors’s Compass COMP Stock Holding History

Farther Finance Advisors’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
Q3 		$22.4K Buy
2,524
+1,076
+74% +$12.2K ﹤0.01% 4055
2026
Q2 		$17.8K Buy
1,448
+241
+20% +$2.01K ﹤0.01% 4059
2026
Q1 		$8.67K Buy
1,207
+951
+371% +$9.99K ﹤0.01% 4202
2025
Q4 		$2.71K Buy
256
+141
+123% +$1.29K ﹤0.01% 4570
2025
Q3 		$923 Buy
115
+40
+53% +$324 ﹤0.01% 4387
2025
Q2 		$471 Buy
75
+47
+168% +$322 ﹤0.01% 4055
2025
Q1 		$244 Hold
28
– – ﹤0.01% 3914
2024
Q4 		$164 Hold
28
– – ﹤0.01% 3702
2024
Q3 		$171 Buy
28
+18
+180% +$89 ﹤0.01% 3689
2024
Q2 		$34 Hold
10
– – ﹤0.01% 3721
2024
Q1 		$36 Hold
10
– – ﹤0.01% 3491
2023
Q4 		$38 Sell
10
-135
-93% -$333 ﹤0.01% 3410
2023
Q3 		$421 Hold
145
– – ﹤0.01% 2313
2023
Q2 		$508 Hold
145
– – ﹤0.01% 2149
2023
Q1 		$468 Hold
145
– – ﹤0.01% 2022
2022
Q4 		$338 Buy
+145
New +$380 ﹤0.01% 1920

Other funds holding COMP

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's COMP Position: Q3 2026 in Review

Farther Finance Advisors increased its Compass (COMP) stake by 74% in Q3 2026, buying an estimated $12.2K and bringing the position to 2,524 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

Farther Finance Advisors first reported a position in COMP in Q4 2022 and has held it in 16 quarters since. 8 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Farther Finance Advisors held 2,524 shares of Compass worth $22.4K as of Q3 2026.
  • Farther Finance Advisors bought 1,076 Compass shares in Q3 2026, an estimated $12.2K.
  • Compass made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4055 holding.
  • Farther Finance Advisors first reported a position in Compass in Q4 2022 and has held it in 16 quarters since.
  • 8 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.