RWM
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Riverbend Wealth Management’s Compass COMP Stock Holding History

Riverbend Wealth Management’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 		$239K Buy
19,401
+2,000
+11% +$16.7K 0.12% 161
2026
Q1 		$127K Buy
+17,401
New +$183K 0.07% 151

Other funds holding COMP

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
LM
Lansing Management New York $165M AUM 8.95% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Riverbend Wealth Management's COMP Position: Q2 2026 in Review

Riverbend Wealth Management increased its Compass (COMP) stake by 11% in Q2 2026, buying an estimated $16.7K and bringing the position to 19,401 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #161.

Riverbend Wealth Management first reported a position in COMP in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Riverbend Wealth Management held 19,401 shares of Compass worth $239K as of Q2 2026.
  • Riverbend Wealth Management bought 2,000 Compass shares in Q2 2026, an estimated $16.7K.
  • Compass made up 0.12% of Riverbend Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Riverbend Wealth Management first reported a position in Compass in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.