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Legacy Investment Solutions’s Compass COMP Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$628 Buy
+100
New +$685 ﹤0.01% 633

Other funds holding COMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Investment Solutions's COMP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Compass (COMP) in Q2 2025: 100 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

314 funds tracked by Wall St. Rank hold COMP as of Q2 2025.

  • Legacy Investment Solutions held 100 shares of Compass worth $628 as of Q2 2025.
  • Compass was a new Legacy Investment Solutions position in Q2 2025.
  • Compass made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #633 holding.
  • 314 funds tracked by Wall St. Rank held Compass as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.