FFM
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Forum Financial Management’s Compass COMP Stock Holding History

Forum Financial Management’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 		– Sell
-17,998
Closed -$190K – 479
2025
Q4 		$190K Hold
17,998
– – ﹤0.01% 977
2025
Q3 		$145K Hold
17,998
– – ﹤0.01% 987
2025
Q2 		$113K Buy
+17,998
New +$123K ﹤0.01% 930
2023
Q4 		– Sell
-14,403
Closed -$41.8K – 695
2023
Q3 		$41.8K Hold
14,403
– – ﹤0.01% 633
2023
Q2 		$50.4K Hold
14,403
– – ﹤0.01% 650
2023
Q1 		$46.5K Hold
14,403
– – ﹤0.01% 613
2022
Q4 		$33.6K Hold
14,403
– – ﹤0.01% 588
2022
Q3 		$33K Buy
+14,403
New +$51.1K ﹤0.01% 537

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