PWPS
COMP icon

Pinnacle Wealth Planning Services’s Compass COMP Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.94K Buy
482
+312
+184% +$2.6K ﹤0.01% 2251
2026
Q1 		$1.24K Buy
+170
New +$1.79K ﹤0.01% 2522
2023
Q4 		– Sell
-30,323
Closed -$87.9K – 492
2023
Q3 		$87.9K Hold
30,323
– – 0.01% 425
2023
Q2 		$106K Hold
30,323
– – 0.02% 427
2023
Q1 		$97.9K Hold
30,323
– – 0.02% 441
2022
Q4 		$70.7K Buy
+30,323
New +$79.6K 0.01% 420

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's COMP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Compass (COMP) stake by 184% in Q2 2026, buying an estimated $2.6K and bringing the position to 482 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Pinnacle Wealth Planning Services first reported a position in COMP in Q4 2022 and has held it in 6 quarters since. The position peaked at $106K in Q2 2023. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 482 shares of Compass worth $5.94K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 312 Compass shares in Q2 2026, an estimated $2.6K.
  • Compass made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2251 holding.
  • Pinnacle Wealth Planning Services first reported a position in Compass in Q4 2022 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Compass position peaked at $106K in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.