JFS Wealth Advisors
COMP icon

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
Q3 		$1.08K Hold
122
– – ﹤0.01% 1766
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JFS Wealth Advisors's COMP Position: Q3 2026 in Review

JFS Wealth Advisors held its Compass (COMP) position steady in Q3 2026 at 122 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

JFS Wealth Advisors first reported a position in COMP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.5K in Q2 2026. 157 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • JFS Wealth Advisors held 122 shares of Compass worth $1.08K as of Q3 2026.
  • JFS Wealth Advisors left its Compass share count unchanged in Q3 2026.
  • Compass made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1766 holding.
  • JFS Wealth Advisors first reported a position in Compass in Q2 2025 and has held it in 6 quarters since.
  • JFS Wealth Advisors's Compass position peaked at $1.5K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.