Root Financial Partners’s Compass Therapeutics CMPX Stock Holding History

Root Financial Partners’s Portfolio CMPX Stock Details CMPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.53K	Buy	+1,471	New	+$3.03K	﹤0.01%	2759

Other funds holding CMPX

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Root Financial Partners's CMPX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Compass Therapeutics (CMPX) in Q3 2026: 1,471 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #2759 among its holdings.

13 funds tracked by Wall St. Rank hold CMPX as of Q3 2026.

Root Financial Partners held 1,471 shares of Compass Therapeutics worth $1.53K as of Q3 2026.
Compass Therapeutics was a new Root Financial Partners position in Q3 2026.
Compass Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2759 holding.
13 funds tracked by Wall St. Rank held Compass Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.