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IFP Advisors’s Compass COMP Stock Holding History

IFP 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
Q2 		$31K Buy
2,517
+1,673
+198% +$13.9K ﹤0.01% 2703
2026
Q1 		$6.17K Buy
844
+430
+104% +$4.52K ﹤0.01% 3407
2025
Q4 		$4.38K Sell
414
-2
-0.5% -$18 ﹤0.01% 3479
2025
Q3 		$3.34K Buy
416
+38
+10% +$308 ﹤0.01% 3463
2025
Q2 		$2.74K Buy
+378
New +$2.59K ﹤0.01% 3741
2025
Q1 		– Sell
-45
Closed -$263 – 4380
2024
Q4 		$263 Buy
+45
New +$285 ﹤0.01% 3611
2022
Q4 		– Sell
-195
Closed -$4K – 4639
2022
Q3 		$4K Hold
195
– – ﹤0.01% 4108
2022
Q2 		$4K Hold
195
– – ﹤0.01% 3870
2022
Q1 		$4K Sell
195
-1,491
-88% -$11.7K ﹤0.01% 3870
2021
Q4 		$17K Buy
+1,686
New +$18.5K ﹤0.01% 2009

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 $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

IFP Advisors's COMP Position: Q2 2026 in Review

IFP Advisors increased its Compass (COMP) stake by 198% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,517 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

IFP Advisors first reported a position in COMP in Q4 2021 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • IFP Advisors held 2,517 shares of Compass worth $31K as of Q2 2026.
  • IFP Advisors bought 1,673 Compass shares in Q2 2026, an estimated $13.9K.
  • Compass made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2703 holding.
  • IFP Advisors first reported a position in Compass in Q4 2021 and has held it in 10 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.