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Steward Partners Investment Advisory’s Compass COMP Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$19.9K Sell
2,718
-825
-23% -$8.67K ﹤0.01% 3231
2025
Q4 		$37.5K Hold
3,543
– – ﹤0.01% 2821
2025
Q3 		$28.4K Buy
+3,543
New +$28.7K ﹤0.01% 2922

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Steward Partners Investment Advisory's COMP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Compass (COMP) stake by 23% in Q1 2026, selling an estimated $8.67K and leaving 2,718 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Steward Partners Investment Advisory first reported a position in COMP in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.5K in Q4 2025. 416 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

  • Steward Partners Investment Advisory held 2,718 shares of Compass worth $19.9K as of Q1 2026.
  • Steward Partners Investment Advisory sold 825 Compass shares in Q1 2026, an estimated $8.67K.
  • Compass made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3231 holding.
  • Steward Partners Investment Advisory first reported a position in Compass in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Compass position peaked at $37.5K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.