NorthCrest Asset Manangement’s Compass COMP Stock Holding History

NorthCrest Asset Manangement’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	$123K	Buy	+10,340	New	+$86.1K	﹤0.01%	891

Other funds holding COMP

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

NorthCrest Asset Manangement's COMP Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Compass (COMP) in Q2 2026: 10,340 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

29 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

NorthCrest Asset Manangement held 10,340 shares of Compass worth $123K as of Q2 2026.
Compass was a new NorthCrest Asset Manangement position in Q2 2026.
Compass made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #891 holding.
29 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.