Riverbend Wealth Management
COMP icon

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
Q3 		$163K Sell
18,301
-1,100
-6% -$12.5K 0.07% 170
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

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Rakuten Investment Management
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Investment House LLC
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Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Revolve Wealth Partners
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STRS Ohio
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Riverbend Wealth Management's COMP Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Compass (COMP) stake by 5.7% in Q3 2026, selling an estimated $12.5K and leaving 18,301 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #170.

Riverbend Wealth Management first reported a position in COMP in Q1 2026 and has held it in 3 quarters since. The position peaked at $239K in Q2 2026. 117 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Riverbend Wealth Management held 18,301 shares of Compass worth $163K as of Q3 2026.
  • Riverbend Wealth Management sold 1,100 Compass shares in Q3 2026, an estimated $12.5K.
  • Compass made up 0.07% of Riverbend Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Riverbend Wealth Management first reported a position in Compass in Q1 2026 and has held it in 3 quarters since.
  • Riverbend Wealth Management's Compass position peaked at $239K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.