JFS Wealth Advisors’s Compass COMP Stock Holding History

JFS Wealth 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	$1.5K	Buy	122 +50	+69%	+$416	﹤0.01%	1695
2026 Q1	$527	Hold	72	–	–	﹤0.01%	1768
2025 Q4	$762	Hold	72	–	–	﹤0.01%	1746
2025 Q3	$579	Hold	72	–	–	﹤0.01%	1736
2025 Q2	$453	Buy	+72	New	+$493	﹤0.01%	1712

Other funds holding COMP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 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

JFS Wealth Advisors's COMP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Compass (COMP) stake by 69% in Q2 2026, buying an estimated $416 and bringing the position to 122 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

JFS Wealth Advisors first reported a position in COMP in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

JFS Wealth Advisors held 122 shares of Compass worth $1.5K as of Q2 2026.
JFS Wealth Advisors bought 50 Compass shares in Q2 2026, an estimated $416.
Compass made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1695 holding.
JFS Wealth Advisors first reported a position in Compass in Q2 2025 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.