Sierra Summit Advisors’s Compass Diversified CODI Stock Holding History

Sierra Summit Advisors’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.33M	Buy	+122,032	New	+$1.34M	0.16%	100

Other funds holding CODI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

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

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Sierra Summit Advisors's CODI Position: Q3 2026 in Review

Sierra Summit Advisors opened a new position in Compass Diversified (CODI) in Q3 2026: 122,032 shares worth $1.33M. The stake represents 0.16% of the portfolio and ranks #100 among its holdings.

32 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

Sierra Summit Advisors held 122,032 shares of Compass Diversified worth $1.33M as of Q3 2026.
Compass Diversified was a new Sierra Summit Advisors position in Q3 2026.
Compass Diversified made up 0.16% of Sierra Summit Advisors's portfolio in Q3 2026, its #100 holding.
32 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.