MFG
COMP icon

Merit Financial Group’s Compass COMP Stock Holding History

Merit Financial Group’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 		$202K Buy
16,384
+5,302
+48% +$44.2K ﹤0.01% 2119
2026
Q1 		$81K Buy
+11,082
New +$116K ﹤0.01% 2030

Other funds holding COMP

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Merit Financial Group's COMP Position: Q2 2026 in Review

Merit Financial Group increased its Compass (COMP) stake by 48% in Q2 2026, buying an estimated $44.2K and bringing the position to 16,384 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Merit Financial Group first reported a position in COMP in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Merit Financial Group held 16,384 shares of Compass worth $202K as of Q2 2026.
  • Merit Financial Group bought 5,302 Compass shares in Q2 2026, an estimated $44.2K.
  • Compass made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2119 holding.
  • Merit Financial Group first reported a position in Compass in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.