Physician Wealth Advisors’s Compass COMP Stock Holding History

Physician 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	$1.99K	Buy	224 +170	+315%	+$1.93K	﹤0.01%	1580
2026 Q2	$666	Sell	54 -17	-24%	-$142	﹤0.01%	1981
2026 Q1	$520	Buy	+71	New	+$746	﹤0.01%	1917

Other funds holding COMP

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Physician Wealth Advisors increased its Compass (COMP) stake by 315% in Q3 2026, buying an estimated $1.93K and bringing the position to 224 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Physician Wealth Advisors first reported a position in COMP in Q1 2026 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

Physician Wealth Advisors held 224 shares of Compass worth $1.99K as of Q3 2026.
Physician Wealth Advisors bought 170 Compass shares in Q3 2026, an estimated $1.93K.
Compass made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1580 holding.
Physician Wealth Advisors first reported a position in Compass in Q1 2026 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.