Legacy Bridge
COMP icon

Legacy Bridge’s Compass COMP Stock Holding History

Legacy Bridge’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 		$4.57K Buy
515
+115
+29% +$1.3K ﹤0.01% 297
2026
Q2 		$4.93K Hold
400
– – ﹤0.01% 294
2026
Q1 		$2.92K Hold
400
– – ﹤0.01% 302
2025
Q4 		$4.23K Hold
400
– – ﹤0.01% 372
2025
Q3 		$3.21K Hold
400
– – ﹤0.01% 282
2025
Q2 		$2.51K Hold
400
– – ﹤0.01% 277
2025
Q1 		$3.49K Hold
400
– – ﹤0.01% 266
2024
Q4 		$2.34K Buy
+400
New +$2.53K ﹤0.01% 291

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

Legacy Bridge's COMP Position: Q3 2026 in Review

Legacy Bridge increased its Compass (COMP) stake by 29% in Q3 2026, buying an estimated $1.3K and bringing the position to 515 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Legacy Bridge first reported a position in COMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.93K in Q2 2026. 159 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Legacy Bridge held 515 shares of Compass worth $4.57K as of Q3 2026.
  • Legacy Bridge bought 115 Compass shares in Q3 2026, an estimated $1.3K.
  • Compass made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #297 holding.
  • Legacy Bridge first reported a position in Compass in Q4 2024 and has held it in 8 quarters since.
  • Legacy Bridge's Compass position peaked at $4.93K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.