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BFC Planning, Inc.’s Compass Pathways CMPS Stock Holding History

BFC Planning, Inc.’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
8,524
+8,398
+6,665% +$85.2K ﹤0.01% 1153
2026
Q1 		$697 Hold
126
– – ﹤0.01% 2801
2025
Q4 		$869 Hold
126
– – ﹤0.01% 2825
2025
Q3 		$722 Hold
126
– – ﹤0.01% 2692
2025
Q2 		$353 Hold
126
– – ﹤0.01% 2575
2025
Q1 		$360 Hold
126
– – ﹤0.01% 2540
2024
Q4 		$476 Buy
+126
New +$639 ﹤0.01% 2482

Other funds holding CMPS

Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RTW Investments
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BIT Capital
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Tang Capital Management
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.5B AUM 50.54% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Logos Global Management
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Eagle Health Investments
Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return

BFC Planning, Inc.'s CMPS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Compass Pathways (CMPS) stake by 6,665% in Q2 2026, buying an estimated $85.2K and bringing the position to 8,524 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

BFC Planning, Inc. first reported a position in CMPS in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

  • BFC Planning, Inc. held 8,524 shares of Compass Pathways worth $121K as of Q2 2026.
  • BFC Planning, Inc. bought 8,398 Compass Pathways shares in Q2 2026, an estimated $85.2K.
  • Compass Pathways made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1153 holding.
  • BFC Planning, Inc. first reported a position in Compass Pathways in Q4 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.