Root Financial Partners
COMP icon

Root Financial Partners’s Compass COMP Stock Holding History

Root Financial Partners’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 		$4.82K Buy
+543
New +$6.16K ﹤0.01% 2244
2026
Q2 		– Sell
-866
Closed -$6.33K – 989
2026
Q1 		$6.33K Buy
866
+721
+497% +$7.58K ﹤0.01% 1861
2025
Q4 		$1.53K Buy
145
+16
+12% +$146 ﹤0.01% 2035
2025
Q3 		$1.04K Buy
+129
New +$1.04K ﹤0.01% 2048

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in Compass (COMP) in Q3 2026: 543 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #2244 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COMP as recently as Q1 2026.

Root Financial Partners first reported a position in COMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.33K in Q1 2026. 314 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • Root Financial Partners held 543 shares of Compass worth $4.82K as of Q3 2026.
  • Compass was a new Root Financial Partners position in Q3 2026.
  • Compass made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2244 holding.
  • Root Financial Partners first reported a position in Compass in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Compass position peaked at $6.33K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Compass as of Q3 2026.

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