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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return